Evercore Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $3.53M | Sell |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.26M | Sell |
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|
2023
Q4 | $2.95M | Hold |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $3.43M | Sell |
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|
2022
Q3 | $3.05M | Sell |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.58M | Sell |
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|
2021
Q2 | $3.5M | Sell |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $787K | Sell |
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|
2020
Q2 | $761K | Hold |
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|
2020
Q1 | $685K | Buy |
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|
2019
Q4 | $804K | Sell |
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|
2019
Q3 | $768K | Buy |
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|
2019
Q2 | $706K | Sell |
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|
2019
Q1 | $672K | Buy |
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|
2018
Q4 | $621K | Sell |
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|
2018
Q3 | $862K | Sell |
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|
2018
Q2 | $906K | Buy |
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|
2018
Q1 | $933K | Buy |
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|
2017
Q4 | $871K | Buy |
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|
2017
Q3 | $801K | Sell |
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|
2017
Q2 | $772K | Hold |
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|
2017
Q1 | $743K | Hold |
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|
2016
Q4 | $728K | Sell |
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|
2016
Q3 | $951K | Buy |
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|
2016
Q2 | $828K | Buy |
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|
2016
Q1 | $434K | Sell |
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|
2015
Q4 | $569K | Buy |
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|
2015
Q3 | $227K | Sell |
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|
2015
Q2 | $288K | Sell |
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|
2015
Q1 | $328K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $301K | Buy |
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|
2014
Q2 | $227K | Hold |
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|
2014
Q1 | $223K | Buy |
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|
2013
Q4 | $109K | Sell |
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|
2013
Q3 | $895K | Buy |
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|
2013
Q2 | $786K | Buy |
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