Evercore Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Hold |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $1.88M | Hold |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.97M | Hold |
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|
2024
Q1 | $1.96M | Hold |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.33M | Hold |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $941K | Hold |
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|
2021
Q3 | $841K | Hold |
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|
2021
Q2 | $854K | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $212K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $19K | Sell |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $266K | Sell |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $299K | Hold |
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|
2015
Q4 | $285K | Hold |
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|
2015
Q3 | $267K | Sell |
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|
2015
Q2 | $299K | Buy |
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|
2015
Q1 | $276K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $255K | Sell |
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|
2014
Q2 | $303K | Buy |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $28K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $134K | Buy |
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