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Evercore Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Evercore Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,196
Closed -$210K – 440
2024
Q3 		$210K Buy
+5,196
New +$193K ﹤0.01% 395
2024
Q1 		– Sell
-6,546
Closed -$207K – 442
2023
Q4 		$207K Sell
6,546
-2,080
-24% -$63.6K ﹤0.01% 403
2023
Q3 		$254K Hold
8,626
– – ﹤0.01% 348
2023
Q2 		$282K Buy
8,626
+2,700
+46% +$90.9K 0.01% 345
2023
Q1 		$201K Buy
+5,926
New +$201K ﹤0.01% 385
2020
Q1 		– Sell
-6,270
Closed -$203K – 420
2019
Q4 		$203K Sell
6,270
-240
-4% -$7.62K 0.01% 392
2019
Q3 		$211K Buy
+6,510
New +$201K 0.01% 385
2018
Q1 		– Sell
-2,250
Closed -$59K – 814
2017
Q4 		$59K Buy
2,250
+200
+10% +$5.48K ﹤0.01% 557
2017
Q3 		$55K Buy
2,050
+1,290
+170% +$34.6K ﹤0.01% 564
2017
Q2 		$20K Hold
760
– – ﹤0.01% 725
2017
Q1 		$20K Sell
760
-7,300
-91% -$182K ﹤0.01% 753
2016
Q4 		$195K Hold
8,060
– – 0.01% 375
2016
Q3 		$197K Sell
8,060
-400
-5% -$10.2K 0.01% 377
2016
Q2 		$222K Buy
8,460
+460
+6% +$11.3K 0.01% 343
2016
Q1 		$198K Hold
8,000
– – 0.01% 355
2015
Q4 		$173K Hold
8,000
– – 0.01% 394
2015
Q3 		$174K Sell
8,000
-898
-10% -$19.3K 0.01% 405
2015
Q2 		$185K Buy
8,898
+898
+11% +$19.7K 0.01% 432
2015
Q1 		$178K Buy
+8,000
New +$185K 0.01% 440
2014
Q4 		– Sell
-16,480
Closed -$347K – 1009
2014
Q3 		$347K Sell
16,480
-6,176
-27% -$131K 0.02% 315
2014
Q2 		$502K Buy
22,656
+12,076
+114% +$257K 0.03% 265
2014
Q1 		$219K Buy
10,580
+1,166
+12% +$23K 0.01% 364
2013
Q4 		$179K Sell
9,414
-9,270
-50% -$177K 0.01% 380
2013
Q3 		$349K Sell
18,684
-50
-0.3% -$953 0.02% 323
2013
Q2 		$352K Buy
+18,734
New +$367K 0.02% 331

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evercore Wealth Management's XLU Position: Q4 2024 in Review

Evercore Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 5,196 shares — an estimated $210K sold.

Evercore Wealth Management first reported a position in XLU in Q2 2013 and held it in 25 quarters. The position peaked at $502K in Q2 2014. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

  • Evercore Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 5,196 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $210K.
  • Evercore Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $502K in Q2 2014.
  • 1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.