Evercore Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Hold |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.64M | Sell |
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|
2024
Q3 | $2.42M | Sell |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.72M | Buy |
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|
2023
Q4 | $2.51M | Hold |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.04M | Sell |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $830K | Sell |
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|
2020
Q1 | $680K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $221K | Sell |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $161K | Sell |
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|
2017
Q3 | $169K | Sell |
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|
2017
Q2 | $198K | Hold |
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|
2017
Q1 | $194K | Sell |
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|
2016
Q4 | $190K | Buy |
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|
2016
Q3 | $186K | Hold |
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|
2016
Q2 | $181K | Sell |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $210K | Buy |
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|
2015
Q3 | $32K | Sell |
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|
2015
Q2 | $46K | Buy |
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|
2015
Q1 | $32K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $188K | Buy |
|