Evercore Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Evercore Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Sell	30,333 -4,293	-12%	-$215K	0.02%	178
2025 Q4	$1.57M	Sell	34,626 -4,800	-12%	-$212K	0.02%	178
2025 Q3	$1.77M	Buy	39,426 +120	+0.3%	+$5.43K	0.03%	171
2025 Q2	$1.73M	Sell	39,306 -2,900	-7%	-$123K	0.03%	168
2025 Q1	$1.81M	Hold	42,206	–	–	0.03%	164
2024 Q4	$1.78M	Sell	42,206 -100	-0.2%	-$4.63K	0.03%	167
2024 Q3	$2.04M	Sell	42,306 -2,716	-6%	-$124K	0.03%	156
2024 Q2	$1.99M	Sell	45,022 -1,000	-2%	-$45.2K	0.03%	160
2024 Q1	$2.14M	Hold	46,022	–	–	0.03%	160
2023 Q4	$1.97M	Sell	46,022 -4,790	-9%	-$192K	0.03%	162
2023 Q3	$2M	Buy	50,812 +486	+1%	+$20K	0.04%	153
2023 Q2	$2.09M	Buy	50,326 +3,280	+7%	+$130K	0.04%	152
2023 Q1	$1.9M	Sell	47,046 -2,756	-6%	-$112K	0.04%	154
2022 Q4	$1.93M	Hold	49,802	–	–	0.04%	156
2022 Q3	$1.69M	Sell	49,802 -70	-0.1%	-$2.63K	0.04%	153
2022 Q2	$1.83M	Buy	49,872 +3,000	+6%	+$126K	0.04%	151
2022 Q1	$2.07M	Buy	46,872 +11,594	+33%	+$494K	0.04%	160
2021 Q4	$1.6M	Sell	35,278 -1,720	-5%	-$74.3K	0.03%	180
2021 Q3	$1.46M	Sell	36,998 -10	-0%	-$416	0.03%	185
2021 Q2	$1.52M	Buy	37,008 +4,246	+13%	+$179K	0.03%	189
2021 Q1	$1.29M	Buy	32,762 +7,904	+32%	+$298K	0.03%	203
2020 Q4	$900K	Sell	24,858 -508	-2%	-$17.4K	0.02%	228
2020 Q3	$807K	Buy	25,366 +356	+1%	+$11.1K	0.02%	219
2020 Q2	$705K	Sell	25,010 -10,600	-30%	-$279K	0.02%	229
2020 Q1	$802K	Buy	35,610 +4,728	+15%	+$130K	0.03%	198
2019 Q4	$948K	Sell	30,882 -930	-3%	-$27.5K	0.03%	209
2019 Q3	$926K	Sell	31,812 -350	-1%	-$10.1K	0.03%	212
2019 Q2	$941K	Hold	32,162	–	–	0.03%	211
2019 Q1	$892K	Buy	32,162 +260	+0.8%	+$7.01K	0.03%	213
2018 Q4	$806K	Sell	31,902 -44	-0.1%	-$1.17K	0.03%	201
2018 Q3	$925K	Sell	31,946 -266	-0.8%	-$7.85K	0.03%	210
2018 Q2	$935K	Buy	32,212 +130	+0.4%	+$3.81K	0.03%	209
2018 Q1	$913K	Sell	32,082 -1,600	-5%	-$48.5K	0.03%	191
2017 Q4	$1.02M	Buy	33,682 +240	+0.7%	+$7.06K	0.04%	187
2017 Q3	$950K	Sell	33,442 -2,540	-7%	-$69.9K	0.04%	183
2017 Q2	$968K	Sell	35,982 -2,640	-7%	-$70.1K	0.04%	182
2017 Q1	$1.01M	Sell	38,622 -800	-2%	-$20.8K	0.04%	176
2016 Q4	$980K	Sell	39,422 -700	-2%	-$17K	0.04%	181
2016 Q3	$958K	Sell	40,122 -340	-0.8%	-$8.19K	0.04%	176
2016 Q2	$938K	Sell	40,462 -3,210	-7%	-$74.7K	0.04%	177
2016 Q1	$978K	Sell	43,672 -8,510	-16%	-$176K	0.04%	173
2015 Q4	$1.13M	Sell	52,182 -340	-0.6%	-$7.55K	0.05%	171
2015 Q3	$1.05M	Sell	52,522 -12,384	-19%	-$276K	0.05%	179
2015 Q2	$1.57M	Buy	64,906 +4,076	+7%	+$102K	0.07%	158
2015 Q1	$1.48M	Buy	60,830 +1,042	+2%	+$25.8K	0.07%	160
2014 Q4	$1.45M	Sell	59,788 -9,414	-14%	-$228K	0.07%	145
2014 Q3	$1.72M	Sell	69,202 -62	-0.1%	-$1.55K	0.09%	148
2014 Q2	$1.72M	Sell	69,264 -2,120	-3%	-$51.2K	0.09%	144
2014 Q1	$1.69M	Sell	71,384 -5,266	-7%	-$121K	0.09%	143
2013 Q4	$1.77M	Sell	76,650 -80	-0.1%	-$1.76K	0.1%	144
2013 Q3	$1.61M	Sell	76,730 -34,160	-31%	-$699K	0.09%	178
2013 Q2	$2.13M	Buy	+110,890	New	+$2.19M	0.12%	155