Evercore Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35M	Buy	63,004 +29,606	+89%	+$1.69M	0.05%	130
2026 Q1	$2.05M	Sell	33,398 -217	-0.6%	-$11.6K	0.03%	156
2025 Q4	$1.5M	Buy	33,615 +4,743	+16%	+$211K	0.02%	183
2025 Q3	$1.29M	Buy	28,872 +506	+2%	+$22.2K	0.02%	196
2025 Q2	$1.2M	Buy	28,366 +948	+3%	+$39.5K	0.02%	197
2025 Q1	$1.28M	Hold	27,418	–	–	0.02%	203
2024 Q4	$1.17M	Sell	27,418 -11,450	-29%	-$520K	0.02%	206
2024 Q3	$1.71M	Sell	38,868 -450	-1%	-$20.1K	0.03%	171
2024 Q2	$1.79M	Buy	39,318 +258	+0.7%	+$12K	0.03%	168
2024 Q1	$1.84M	Sell	39,060 -60,878	-61%	-$2.61M	0.03%	167
2023 Q4	$4.19M	Buy	99,938 +55,668	+126%	+$2.38M	0.07%	107
2023 Q3	$2M	Sell	44,270 -1,260	-3%	-$55.1K	0.04%	152
2023 Q2	$1.85M	Buy	45,530 +4,550	+11%	+$185K	0.03%	166
2023 Q1	$1.7M	Hold	40,980	–	–	0.03%	165
2022 Q4	$1.79M	Hold	40,980	–	–	0.04%	159
2022 Q3	$1.48M	Sell	40,980 -3,108	-7%	-$118K	0.03%	162
2022 Q2	$1.58M	Buy	44,088 +16,346	+59%	+$656K	0.03%	162
2022 Q1	$1.06M	Buy	+27,742	New	+$961K	0.02%	220
2020 Q1	–	Sell	-28,430	Closed	-$853K	–	419
2019 Q4	$853K	Sell	28,430 -4,830	-15%	-$143K	0.02%	224
2019 Q3	$984K	Sell	33,260 -4,600	-12%	-$139K	0.03%	204
2019 Q2	$1.21M	Buy	37,860 +7,062	+23%	+$226K	0.04%	190
2019 Q1	$1.02M	Buy	30,798 +538	+2%	+$17.3K	0.03%	198
2018 Q4	$868K	Buy	30,260 +24,568	+432%	+$822K	0.03%	192
2018 Q3	$216K	Buy	5,692 +40	+0.7%	+$1.5K	0.01%	393
2018 Q2	$215K	Buy	+5,652	New	+$210K	0.01%	378
2018 Q1	–	Sell	-6,580	Closed	-$238K	–	810
2017 Q4	$238K	Buy	6,580 +3,724	+130%	+$128K	0.01%	335
2017 Q3	$98K	Buy	2,856 +70	+3%	+$2.28K	﹤0.01%	467
2017 Q2	$90K	Sell	2,786 -1,000	-26%	-$33.6K	﹤0.01%	489
2017 Q1	$132K	Hold	3,786	–	–	0.01%	431
2016 Q4	$143K	Buy	3,786 +610	+19%	+$22.1K	0.01%	434
2016 Q3	$112K	Sell	3,176 -1,000	-24%	-$34.3K	﹤0.01%	462
2016 Q2	$142K	Buy	4,176 +260	+7%	+$8.58K	0.01%	415
2016 Q1	$121K	Sell	3,916 -6,720	-63%	-$195K	0.01%	424
2015 Q4	$321K	Sell	10,636 -150	-1%	-$4.94K	0.01%	309
2015 Q3	$330K	Buy	10,786 +1,734	+19%	+$58.4K	0.02%	315
2015 Q2	$339K	Buy	9,052 +6,512	+256%	+$258K	0.02%	328
2015 Q1	$99K	Buy	+2,540	New	+$98.4K	﹤0.01%	529
2014 Q4	–	Sell	-3,074	Closed	-$140K	–	1006
2014 Q3	$140K	Buy	3,074 +412	+15%	+$20K	0.01%	461
2014 Q2	$134K	Hold	2,662	–	–	0.01%	462
2014 Q1	$119K	Buy	2,662 +2,212	+492%	+$95.4K	0.01%	458
2013 Q4	$20K	Sell	450 -6,390	-93%	-$275K	﹤0.01%	685
2013 Q3	$284K	Sell	6,840 -3,192	-32%	-$132K	0.02%	359
2013 Q2	$392K	Buy	+10,032	New	+$398K	0.02%	311

Other funds holding XLE

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Evercore Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 89% in Q2 2026, buying an estimated $1.69M and bringing the position to 63,004 shares worth $3.35M. The position accounts for 0.05% of the portfolio, ranked #130.

Evercore Wealth Management first reported a position in XLE in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.19M in Q4 2023. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Evercore Wealth Management held 63,004 shares of State Street Energy Select Sector SPDR ETF worth $3.35M as of Q2 2026.
Evercore Wealth Management bought 29,606 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.69M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Evercore Wealth Management's portfolio in Q2 2026, its #130 holding.
Evercore Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 43 quarters since.
Evercore Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $4.19M in Q4 2023.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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