Evercore Wealth Management’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Hold
2025
Q1
$984K Hold
2024
Q4
$1.02M Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.19M Hold
2024
Q1
$1.2M Buy
2023
Q4
$938K Hold
2023
Q3
$776K Buy
2023
Q2
$807K Buy
2023
Q1
$659K Buy
2022
Q4
$517K Hold
2022
Q3
$431K Sell
2022
Q2
$907K Buy
2022
Q1
$855K Buy