Evercore Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.17M | Sell |
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|
2024
Q4 | $2.26M | Sell |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.1M | Hold |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $3.01M | Sell |
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|
2021
Q3 | $4.11M | Sell |
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|
2021
Q2 | $4.55M | Buy |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $386K | Buy |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $218K | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $183K | Sell |
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|
2017
Q3 | $181K | Sell |
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|
2017
Q2 | $197K | Hold |
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|
2017
Q1 | $188K | Sell |
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|
2016
Q4 | $190K | Sell |
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|
2016
Q3 | $352K | Buy |
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|
2016
Q2 | $170K | Buy |
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|
2016
Q1 | $165K | Sell |
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|
2015
Q4 | $159K | Buy |
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|
2015
Q3 | $23K | Sell |
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|
2015
Q2 | $48K | Buy |
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|
2015
Q1 | $26K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $142K | Buy |
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