EWM
Evercore Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.93M | Sell |
39,222
-47
| -0.1% | -$11.9K | 0.15% | 70 |
|
|
2025
Q1 | $8.11M | Sell |
39,269
-1,537
| -4% | -$317K | 0.13% | 78 |
|
|
2024
Q4 | $9.49M | Sell |
40,806
-1,267
| -3% | -$295K | 0.14% | 73 |
|
|
2024
Q3 | $9.5M | Sell |
42,073
-545
| -1% | -$123K | 0.14% | 71 |
|
|
2024
Q2 | $9.64M | Sell |
42,618
-147
| -0.3% | -$33.3K | 0.15% | 69 |
|
|
2024
Q1 | $8.91M | Buy |
42,765
+5,692
| +15% | +$1.19M | 0.14% | 74 |
|
|
2023
Q4 | $7.14M | Sell |
37,073
-332
| -0.9% | -$63.9K | 0.12% | 78 |
|
|
2023
Q3 | $6.13M | Buy |
37,405
+5,185
| +16% | +$850K | 0.11% | 82 |
|
|
2023
Q2 | $5.6M | Buy |
32,220
+125
| +0.4% | +$21.7K | 0.1% | 88 |
|
|
2023
Q1 | $4.85M | Buy |
32,095
+4,424
| +16% | +$668K | 0.1% | 95 |
|
|
2022
Q4 | $3.44M | Sell |
27,671
-6,160
| -18% | -$767K | 0.07% | 113 |
|
|
2022
Q3 | $4.02M | Sell |
33,831
-156
| -0.5% | -$18.5K | 0.09% | 96 |
|
|
2022
Q2 | $4.32M | Buy |
33,987
+400
| +1% | +$50.8K | 0.09% | 95 |
|
|
2022
Q1 | $5.34M | Buy |
33,587
+5,000
| +17% | +$795K | 0.09% | 95 |
|
|
2021
Q4 | $4.97M | Sell |
28,587
-355
| -1% | -$61.7K | 0.08% | 108 |
|
|
2021
Q3 | $4.32M | Sell |
28,942
-589
| -2% | -$88K | 0.08% | 113 |
|
|
2021
Q2 | $4.36M | Buy |
29,531
+1,079
| +4% | +$159K | 0.08% | 115 |
|
|
2021
Q1 | $3.78M | Buy |
28,452
+2,309
| +9% | +$307K | 0.07% | 121 |
|
|
2020
Q4 | $3.4M | Sell |
26,143
-643
| -2% | -$83.6K | 0.07% | 121 |
|
|
2020
Q3 | $3.13M | Sell |
26,786
-81
| -0.3% | -$9.45K | 0.08% | 116 |
|
|
2020
Q2 | $2.81M | Sell |
26,867
-167
| -0.6% | -$17.5K | 0.08% | 118 |
|
|
2020
Q1 | $2.17M | Buy |
27,034
+7,050
| +35% | +$567K | 0.07% | 129 |
|
|
2019
Q4 | $1.83M | Sell |
19,984
-590
| -3% | -$54.1K | 0.05% | 163 |
|
|
2019
Q3 | $1.66M | Hold |
20,574
| – | – | 0.05% | 165 |
|
|
2019
Q2 | $1.61M | Sell |
20,574
-470
| -2% | -$36.7K | 0.05% | 163 |
|
|
2019
Q1 | $1.56M | Buy |
21,044
+2,130
| +11% | +$158K | 0.05% | 168 |
|
|
2018
Q4 | $1.17M | Sell |
18,914
-367
| -2% | -$22.7K | 0.04% | 167 |
|
|
2018
Q3 | $1.45M | Buy |
19,281
+367
| +2% | +$27.6K | 0.05% | 170 |
|
|
2018
Q2 | $1.31M | Buy |
18,914
+4,904
| +35% | +$341K | 0.04% | 175 |
|
|
2018
Q1 | $917K | Hold |
14,010
| – | – | 0.04% | 190 |
|
|
2017
Q4 | $896K | Sell |
14,010
-20
| -0.1% | -$1.28K | 0.03% | 197 |
|
|
2017
Q3 | $829K | Sell |
14,030
-310
| -2% | -$18.3K | 0.03% | 193 |
|
|
2017
Q2 | $785K | Hold |
14,340
| – | – | 0.03% | 201 |
|
|
2017
Q1 | $764K | Hold |
14,340
| – | – | 0.03% | 210 |
|
|
2016
Q4 | $693K | Buy |
14,340
+35
| +0.2% | +$1.69K | 0.03% | 222 |
|
|
2016
Q3 | $683K | Hold |
14,305
| – | – | 0.03% | 212 |
|
|
2016
Q2 | $620K | Buy |
14,305
+2,050
| +17% | +$88.9K | 0.03% | 223 |
|
|
2016
Q1 | $544K | Sell |
12,255
-45
| -0.4% | -$2K | 0.02% | 228 |
|
|
2015
Q4 | $527K | Buy |
12,300
+80
| +0.7% | +$3.43K | 0.02% | 249 |
|
|
2015
Q3 | $483K | Sell |
12,220
-419
| -3% | -$16.6K | 0.02% | 258 |
|
|
2015
Q2 | $523K | Sell |
12,639
-2,666
| -17% | -$110K | 0.02% | 268 |
|
|
2015
Q1 | $634K | Hold |
15,305
| – | – | 0.03% | 243 |
|
|
2014
Q4 | $633K | Sell |
15,305
-500
| -3% | -$20.7K | 0.03% | 214 |
|
|
2014
Q3 | $631K | Sell |
15,805
-145
| -0.9% | -$5.79K | 0.03% | 233 |
|
|
2014
Q2 | $612K | Hold |
15,950
| – | – | 0.03% | 243 |
|
|
2014
Q1 | $580K | Sell |
15,950
-230
| -1% | -$8.36K | 0.03% | 243 |
|
|
2013
Q4 | $578K | Buy |
16,180
+330
| +2% | +$11.8K | 0.03% | 247 |
|
|
2013
Q3 | $508K | Sell |
15,850
-7,760
| -33% | -$249K | 0.03% | 276 |
|
|
2013
Q2 | $722K | Buy |
+23,610
| New | +$722K | 0.04% | 239 |
|