EWM
Evercore Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
16,502
-80
| -0.5% | -$11.8K | 0.04% | 141 |
|
|
2025
Q1 | $2.17M | Sell |
16,582
-550
| -3% | -$72.1K | 0.03% | 148 |
|
|
2024
Q4 | $2.26M | Sell |
17,132
-900
| -5% | -$119K | 0.03% | 148 |
|
|
2024
Q3 | $2.44M | Sell |
18,032
-1,282
| -7% | -$174K | 0.04% | 143 |
|
|
2024
Q2 | $2.35M | Sell |
19,314
-858
| -4% | -$105K | 0.04% | 144 |
|
|
2024
Q1 | $2.54M | Buy |
20,172
+1,742
| +9% | +$219K | 0.04% | 143 |
|
|
2023
Q4 | $2.1M | Hold |
18,430
| – | – | 0.04% | 158 |
|
|
2023
Q3 | $1.87M | Buy |
18,430
+202
| +1% | +$20.5K | 0.04% | 159 |
|
|
2023
Q2 | $1.96M | Buy |
18,228
+1,400
| +8% | +$150K | 0.04% | 157 |
|
|
2023
Q1 | $1.7M | Sell |
16,828
-169
| -1% | -$17.1K | 0.03% | 163 |
|
|
2022
Q4 | $1.67M | Sell |
16,997
-20
| -0.1% | -$1.96K | 0.04% | 164 |
|
|
2022
Q3 | $1.41M | Sell |
17,017
-351
| -2% | -$29.1K | 0.03% | 167 |
|
|
2022
Q2 | $1.52M | Sell |
17,368
-15,180
| -47% | -$1.33M | 0.03% | 166 |
|
|
2022
Q1 | $3.35M | Buy |
32,548
+4,132
| +15% | +$426K | 0.06% | 124 |
|
|
2021
Q4 | $3.01M | Sell |
28,416
-13,580
| -32% | -$1.44M | 0.05% | 138 |
|
|
2021
Q3 | $4.11M | Sell |
41,996
-2,431
| -5% | -$238K | 0.07% | 116 |
|
|
2021
Q2 | $4.55M | Buy |
44,427
+7,125
| +19% | +$730K | 0.08% | 113 |
|
|
2021
Q1 | $3.67M | Buy |
37,302
+15,990
| +75% | +$1.57M | 0.07% | 122 |
|
|
2020
Q4 | $1.89M | Buy |
21,312
+16,297
| +325% | +$1.44M | 0.04% | 164 |
|
|
2020
Q3 | $386K | Buy |
5,015
+725
| +17% | +$55.8K | 0.01% | 291 |
|
|
2020
Q2 | $295K | Sell |
4,290
-790
| -16% | -$54.3K | 0.01% | 310 |
|
|
2020
Q1 | $300K | Buy |
+5,080
| New | +$300K | 0.01% | 295 |
|
|
2019
Q3 | – | Sell |
-2,820
| Closed | -$218K | – | 424 |
|
|
2019
Q2 | $218K | Buy |
2,820
+15
| +0.5% | +$1.16K | 0.01% | 393 |
|
|
2019
Q1 | $210K | Buy |
+2,805
| New | +$210K | 0.01% | 392 |
|
|
2018
Q1 | – | Sell |
-2,425
| Closed | -$183K | – | 811 |
|
|
2017
Q4 | $183K | Sell |
2,425
-120
| -5% | -$9.06K | 0.01% | 377 |
|
|
2017
Q3 | $181K | Sell |
2,545
-350
| -12% | -$24.9K | 0.01% | 378 |
|
|
2017
Q2 | $197K | Hold |
2,895
| – | – | 0.01% | 370 |
|
|
2017
Q1 | $188K | Sell |
2,895
-160
| -5% | -$10.4K | 0.01% | 376 |
|
|
2016
Q4 | $190K | Sell |
3,055
-2,980
| -49% | -$185K | 0.01% | 380 |
|
|
2016
Q3 | $352K | Buy |
6,035
+3,000
| +99% | +$175K | 0.01% | 290 |
|
|
2016
Q2 | $170K | Buy |
3,035
+55
| +2% | +$3.08K | 0.01% | 386 |
|
|
2016
Q1 | $165K | Sell |
2,980
-20
| -0.7% | -$1.11K | 0.01% | 388 |
|
|
2015
Q4 | $159K | Buy |
3,000
+2,540
| +552% | +$135K | 0.01% | 412 |
|
|
2015
Q3 | $23K | Sell |
460
-434
| -49% | -$21.7K | ﹤0.01% | 721 |
|
|
2015
Q2 | $48K | Buy |
894
+434
| +94% | +$23.3K | ﹤0.01% | 644 |
|
|
2015
Q1 | $26K | Buy |
+460
| New | +$26K | ﹤0.01% | 741 |
|
|
2013
Q3 | – | Sell |
-3,300
| Closed | -$142K | – | 1010 |
|
|
2013
Q2 | $142K | Buy |
+3,300
| New | +$142K | 0.01% | 441 |
|