Evercore Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Buy	22,771 +4,524	+25%	+$378K	0.03%	181
2026 Q1	$1.5M	Sell	18,247 -4,524	-20%	-$381K	0.02%	179
2025 Q4	$1.77M	Hold	22,771	–	–	0.03%	167
2025 Q3	$1.78M	Hold	22,771	–	–	0.03%	168
2025 Q2	$1.84M	Hold	22,771	–	–	0.03%	162
2025 Q1	$1.86M	Sell	22,771 -1,095	-5%	-$87.4K	0.03%	162
2024 Q4	$1.88M	Hold	23,866	–	–	0.03%	161
2024 Q3	$1.98M	Sell	23,866 -1,850	-7%	-$149K	0.03%	159
2024 Q2	$1.97M	Hold	25,716	–	–	0.03%	161
2024 Q1	$1.96M	Hold	25,716	–	–	0.03%	165
2023 Q4	$1.85M	Buy	25,716 +800	+3%	+$55.4K	0.03%	168
2023 Q3	$1.71M	Buy	24,916 +1,375	+6%	+$101K	0.03%	166
2023 Q2	$1.75M	Buy	23,541 +2,400	+11%	+$180K	0.03%	170
2023 Q1	$1.58M	Buy	21,141 +1,200	+6%	+$87.8K	0.03%	168
2022 Q4	$1.49M	Sell	19,941 -44	-0.2%	-$3.21K	0.03%	174
2022 Q3	$1.33M	Hold	19,985	–	–	0.03%	174
2022 Q2	$1.44M	Buy	19,985 +1,425	+8%	+$107K	0.03%	173
2022 Q1	$1.41M	Buy	18,560 +6,350	+52%	+$478K	0.02%	188
2021 Q4	$941K	Hold	12,210	–	–	0.02%	229
2021 Q3	$841K	Hold	12,210	–	–	0.02%	234
2021 Q2	$854K	Buy	12,210 +3,225	+36%	+$226K	0.02%	243
2021 Q1	$613K	Buy	8,985 +4,625	+106%	+$304K	0.01%	270
2020 Q4	$294K	Sell	4,360 -329	-7%	-$21.7K	0.01%	361
2020 Q3	$301K	Buy	4,689 +789	+20%	+$49.8K	0.01%	316
2020 Q2	$229K	Hold	3,900	–	–	0.01%	345
2020 Q1	$212K	Buy	+3,900	New	+$237K	0.01%	338
2018 Q1	–	Sell	-350	Closed	-$20K	–	812
2017 Q4	$20K	Hold	350	–	–	﹤0.01%	735
2017 Q3	$19K	Hold	350	–	–	﹤0.01%	726
2017 Q2	$19K	Hold	350	–	–	﹤0.01%	734
2017 Q1	$19K	Sell	350 -4,650	-93%	-$250K	﹤0.01%	764
2016 Q4	$259K	Hold	5,000	–	–	0.01%	327
2016 Q3	$266K	Sell	5,000 -650	-12%	-$35.4K	0.01%	325
2016 Q2	$312K	Hold	5,650	–	–	0.01%	297
2016 Q1	$299K	Hold	5,650	–	–	0.01%	301
2015 Q4	$285K	Hold	5,650	–	–	0.01%	318
2015 Q3	$267K	Sell	5,650 -622	-10%	-$30.2K	0.01%	342
2015 Q2	$299K	Buy	6,272 +622	+11%	+$30.4K	0.01%	353
2015 Q1	$276K	Buy	+5,650	New	+$277K	0.01%	368
2014 Q4	–	Sell	-5,650	Closed	-$255K	–	1008
2014 Q3	$255K	Sell	5,650 -1,145	-17%	-$51.4K	0.01%	358
2014 Q2	$303K	Buy	6,795 +6,145	+945%	+$272K	0.02%	339
2014 Q1	$28K	Hold	650	–	–	﹤0.01%	691
2013 Q4	$28K	Buy	+650	New	+$27.4K	﹤0.01%	639
2013 Q3	–	Sell	-3,404	Closed	-$134K	–	1011
2013 Q2	$134K	Buy	+3,404	New	+$138K	0.01%	448

Other funds holding XLP

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

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

Evercore Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 25% in Q2 2026, buying an estimated $378K and bringing the position to 22,771 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #181.

Evercore Wealth Management first reported a position in XLP in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.98M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Evercore Wealth Management held 22,771 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.89M as of Q2 2026.
Evercore Wealth Management bought 4,524 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $378K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #181 holding.
Evercore Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 43 quarters since.
Evercore Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.98M in Q3 2024.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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