Evercore Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65M	Hold	14,292	–	–	0.04%	144
2026 Q1	$2.31M	Buy	14,292 +100	+0.7%	+$16.8K	0.04%	143
2025 Q4	$2.2M	Sell	14,192 -2,335	-14%	-$359K	0.03%	155
2025 Q3	$2.55M	Buy	16,527 +25	+0.2%	+$3.79K	0.04%	143
2025 Q2	$2.43M	Sell	16,502 -80	-0.5%	-$10.9K	0.04%	141
2025 Q1	$2.17M	Sell	16,582 -550	-3%	-$74.3K	0.03%	149
2024 Q4	$2.26M	Sell	17,132 -900	-5%	-$124K	0.03%	148
2024 Q3	$2.44M	Sell	18,032 -1,282	-7%	-$163K	0.04%	143
2024 Q2	$2.35M	Sell	19,314 -858	-4%	-$106K	0.04%	144
2024 Q1	$2.54M	Buy	20,172 +1,742	+9%	+$205K	0.04%	143
2023 Q4	$2.1M	Hold	18,430	–	–	0.04%	158
2023 Q3	$1.87M	Buy	18,430 +202	+1%	+$21.6K	0.04%	159
2023 Q2	$1.96M	Buy	18,228 +1,400	+8%	+$141K	0.04%	157
2023 Q1	$1.7M	Sell	16,828 -169	-1%	-$17K	0.03%	163
2022 Q4	$1.67M	Sell	16,997 -20	-0.1%	-$1.91K	0.04%	164
2022 Q3	$1.41M	Sell	17,017 -351	-2%	-$32.3K	0.03%	167
2022 Q2	$1.52M	Sell	17,368 -15,180	-47%	-$1.43M	0.03%	166
2022 Q1	$3.35M	Buy	32,548 +4,132	+15%	+$420K	0.06%	124
2021 Q4	$3.01M	Sell	28,416 -13,580	-32%	-$1.41M	0.05%	138
2021 Q3	$4.11M	Sell	41,996 -2,431	-5%	-$250K	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%	+$1.46M	0.07%	122
2020 Q4	$1.89M	Buy	21,312 +16,297	+325%	+$1.37M	0.04%	165
2020 Q3	$386K	Buy	5,015 +725	+17%	+$54.2K	0.01%	291
2020 Q2	$295K	Sell	4,290 -790	-16%	-$51.2K	0.01%	310
2020 Q1	$300K	Buy	+5,080	New	+$383K	0.01%	295
2019 Q3	–	Sell	-2,820	Closed	-$218K	–	424
2019 Q2	$218K	Buy	2,820 +15	+0.5%	+$1.14K	0.01%	393
2019 Q1	$210K	Buy	+2,805	New	+$203K	0.01%	392
2018 Q1	–	Sell	-2,425	Closed	-$183K	–	811
2017 Q4	$183K	Sell	2,425 -120	-5%	-$8.73K	0.01%	377
2017 Q3	$181K	Sell	2,545 -350	-12%	-$24.1K	0.01%	378
2017 Q2	$197K	Hold	2,895	–	–	0.01%	372
2017 Q1	$188K	Sell	2,895 -160	-5%	-$10.3K	0.01%	377
2016 Q4	$190K	Sell	3,055 -2,980	-49%	-$180K	0.01%	381
2016 Q3	$352K	Buy	6,035 +3,000	+99%	+$174K	0.01%	290
2016 Q2	$170K	Buy	3,035 +55	+2%	+$3.07K	0.01%	386
2016 Q1	$165K	Sell	2,980 -20	-0.7%	-$1.03K	0.01%	388
2015 Q4	$159K	Buy	3,000 +2,540	+552%	+$136K	0.01%	412
2015 Q3	$23K	Sell	460 -434	-49%	-$22.9K	﹤0.01%	721
2015 Q2	$48K	Buy	894 +434	+94%	+$24.3K	﹤0.01%	644
2015 Q1	$26K	Buy	+460	New	+$25.9K	﹤0.01%	741
2013 Q3	–	Sell	-3,300	Closed	-$142K	–	1010
2013 Q2	$142K	Buy	+3,300	New	+$140K	0.01%	441

Other funds holding XLI

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Evercore Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 14,292 shares worth $2.65M. The position accounts for 0.04% of the portfolio, ranked #144.

Evercore Wealth Management first reported a position in XLI in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.55M in Q2 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Evercore Wealth Management held 14,292 shares of State Street Industrial Select Sector SPDR ETF worth $2.65M as of Q2 2026.
Evercore Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Evercore Wealth Management's portfolio in Q2 2026, its #144 holding.
Evercore Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
Evercore Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.55M in Q2 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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