Evercore Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,622	Closed	-$206K	–	439
2024 Q3	$206K	Buy	+4,622	New	+$195K	﹤0.01%	399
2024 Q1	–	Sell	-44,530	Closed	-$1.78M	–	441
2023 Q4	$1.78M	Buy	44,530 +135	+0.3%	+$4.85K	0.03%	174
2023 Q3	$1.51M	Hold	44,395	–	–	0.03%	176
2023 Q2	$1.67M	Buy	44,395 +3,600	+9%	+$133K	0.03%	174
2023 Q1	$1.52M	Buy	40,795 +12,133	+42%	+$466K	0.03%	173
2022 Q4	$1.06M	Sell	28,662 -11,478	-29%	-$424K	0.02%	205
2022 Q3	$1.45M	Sell	40,140 -940	-2%	-$39.4K	0.03%	164
2022 Q2	$1.68M	Buy	41,080 +2,865	+7%	+$128K	0.04%	157
2022 Q1	$1.85M	Buy	38,215 +11,850	+45%	+$555K	0.03%	170
2021 Q4	$1.37M	Buy	26,365 +25	+0.1%	+$1.2K	0.02%	198
2021 Q3	$1.17M	Buy	26,340 +18	+0.1%	+$836	0.02%	207
2021 Q2	$1.17M	Buy	26,322 +6,450	+32%	+$277K	0.02%	212
2021 Q1	$785K	Buy	19,872 +7,825	+65%	+$294K	0.02%	244
2020 Q4	$440K	Sell	12,047 -5,320	-31%	-$193K	0.01%	305
2020 Q3	$613K	Buy	17,367 +159	+0.9%	+$5.67K	0.02%	241
2020 Q2	$599K	Hold	17,208	–	–	0.02%	243
2020 Q1	$533K	Buy	17,208 +11,742	+215%	+$439K	0.02%	235
2019 Q4	$211K	Sell	5,466 -65	-1%	-$2.52K	0.01%	385
2019 Q3	$218K	Buy	+5,531	New	+$212K	0.01%	376
2018 Q1	–	Sell	-978	Closed	-$32K	–	813
2017 Q4	$32K	Sell	978 -148	-13%	-$4.88K	﹤0.01%	645
2017 Q3	$36K	Sell	1,126 -2,522	-69%	-$81.9K	﹤0.01%	620
2017 Q2	$117K	Hold	3,648	–	–	﹤0.01%	440
2017 Q1	$115K	Hold	3,648	–	–	﹤0.01%	454
2016 Q4	$112K	Sell	3,648 -2,505	-41%	-$76.7K	﹤0.01%	471
2016 Q3	$202K	Buy	+6,153	New	+$206K	0.01%	372