Evercore Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Hold	19,510	–	–	0.03%	163
2026 Q1	$2.16M	Hold	19,510	–	–	0.03%	151
2025 Q4	$2.3M	Sell	19,510 -3,086	-14%	-$355K	0.03%	150
2025 Q3	$2.67M	Sell	22,596 -145	-0.6%	-$16.1K	0.04%	138
2025 Q2	$2.47M	Sell	22,741 -107	-0.5%	-$10.5K	0.04%	140
2025 Q1	$2.2M	Sell	22,848 -2,250	-9%	-$225K	0.04%	148
2024 Q4	$2.43M	Sell	25,098 -2,207	-8%	-$210K	0.04%	144
2024 Q3	$2.47M	Sell	27,305 -305	-1%	-$26.3K	0.04%	142
2024 Q2	$2.37M	Sell	27,610 -2,657	-9%	-$219K	0.04%	142
2024 Q1	$2.47M	Buy	30,267 +4,700	+18%	+$366K	0.04%	146
2023 Q4	$1.86M	Hold	25,567	–	–	0.03%	167
2023 Q3	$1.68M	Buy	25,567 +5,000	+24%	+$334K	0.03%	171
2023 Q2	$1.34M	Buy	20,567 +2,000	+11%	+$122K	0.02%	186
2023 Q1	$1.08M	Buy	18,567 +11,843	+176%	+$643K	0.02%	206
2022 Q4	$323K	Sell	6,724 -15,273	-69%	-$748K	0.01%	310
2022 Q3	$1.05M	Buy	21,997 +272	+1%	+$15K	0.02%	198
2022 Q2	$1.18M	Buy	21,725 +1,300	+6%	+$78.3K	0.02%	191
2022 Q1	$1.41M	Buy	20,425 +6,118	+43%	+$431K	0.02%	189
2021 Q4	$1.11M	Buy	14,307 +85	+0.6%	+$6.72K	0.02%	217
2021 Q3	$1.14M	Sell	14,222 -166	-1%	-$13.7K	0.02%	212
2021 Q2	$1.17M	Buy	14,388 +3,000	+26%	+$234K	0.02%	213
2021 Q1	$835K	Buy	11,388 +3,532	+45%	+$251K	0.02%	242
2020 Q4	$530K	Sell	7,856 -1	-0%	-$64	0.01%	280
2020 Q3	$467K	Buy	7,857 +1,557	+25%	+$92.2K	0.01%	272
2020 Q2	$341K	Hold	6,300	–	–	0.01%	295
2020 Q1	$279K	Buy	+6,300	New	+$326K	0.01%	310

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Evercore Wealth Management's XLC Position: Q2 2026 in Review

Evercore Wealth Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 19,510 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #163.

Evercore Wealth Management first reported a position in XLC in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.67M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Evercore Wealth Management held 19,510 shares of State Street Communication Services Select Sector SPDR ETF worth $2.09M as of Q2 2026.
Evercore Wealth Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #163 holding.
Evercore Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Evercore Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.67M in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.