Evercore Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62M	Buy	22,315 +400	+2%	+$46.7K	0.04%	145
2026 Q1	$2.39M	Sell	21,915 -3,081	-12%	-$360K	0.04%	140
2025 Q4	$2.98M	Buy	24,996 +2,796	+13%	+$332K	0.04%	133
2025 Q3	$2.66M	Sell	22,200 -200	-0.9%	-$22.9K	0.04%	139
2025 Q2	$2.43M	Hold	22,400	–	–	0.04%	142
2025 Q1	$2.21M	Sell	22,400 -1,104	-5%	-$120K	0.04%	147
2024 Q4	$2.64M	Sell	23,504 -660	-3%	-$70.6K	0.04%	136
2024 Q3	$2.42M	Sell	24,164 -1,660	-6%	-$155K	0.04%	144
2024 Q2	$2.36M	Sell	25,824 -3,746	-13%	-$333K	0.04%	143
2024 Q1	$2.72M	Buy	29,570 +1,450	+5%	+$129K	0.04%	142
2023 Q4	$2.51M	Hold	28,120	–	–	0.04%	144
2023 Q3	$2.26M	Buy	28,120 +5,100	+22%	+$431K	0.04%	141
2023 Q2	$1.95M	Buy	23,020 +2,400	+12%	+$184K	0.04%	158
2023 Q1	$1.54M	Buy	20,620 +13,054	+173%	+$936K	0.03%	170
2022 Q4	$489K	Sell	7,566 -16,054	-68%	-$1.12M	0.01%	268
2022 Q3	$1.68M	Sell	23,620 -70	-0.3%	-$5.48K	0.04%	154
2022 Q2	$1.63M	Sell	23,690 -1,450	-6%	-$114K	0.03%	160
2022 Q1	$2.33M	Buy	25,140 +5,218	+26%	+$478K	0.04%	154
2021 Q4	$2.04M	Sell	19,922 -1,750	-8%	-$174K	0.03%	167
2021 Q3	$1.94M	Sell	21,672 -500	-2%	-$45.4K	0.04%	169
2021 Q2	$1.98M	Buy	22,172 +622	+3%	+$54.2K	0.04%	174
2021 Q1	$1.81M	Buy	21,550 +7,550	+54%	+$628K	0.04%	177
2020 Q4	$1.13M	Sell	14,000 -214	-2%	-$16.5K	0.02%	201
2020 Q3	$1.04M	Buy	14,214 +1,220	+9%	+$86.3K	0.03%	190
2020 Q2	$830K	Sell	12,994 -876	-6%	-$51.6K	0.02%	212
2020 Q1	$680K	Buy	+13,870	New	+$819K	0.02%	209
2019 Q4	–	Sell	-3,710	Closed	-$224K	–	408
2019 Q3	$224K	Hold	3,710	–	–	0.01%	372
2019 Q2	$221K	Sell	3,710 -310	-8%	-$18.1K	0.01%	388
2019 Q1	$229K	Buy	+4,020	New	+$218K	0.01%	372
2018 Q4	–	Sell	-3,518	Closed	-$206K	–	420
2018 Q3	$206K	Buy	+3,518	New	+$200K	0.01%	403
2018 Q1	–	Sell	-3,270	Closed	-$161K	–	815
2017 Q4	$161K	Sell	3,270 -480	-13%	-$22.6K	0.01%	395
2017 Q3	$169K	Sell	3,750 -670	-15%	-$30.1K	0.01%	387
2017 Q2	$198K	Hold	4,420	–	–	0.01%	371
2017 Q1	$194K	Sell	4,420 -260	-6%	-$11.1K	0.01%	368
2016 Q4	$190K	Buy	4,680 +40	+0.9%	+$1.61K	0.01%	382
2016 Q3	$186K	Hold	4,640	–	–	0.01%	388
2016 Q2	$181K	Sell	4,640 -704	-13%	-$27.7K	0.01%	378
2016 Q1	$211K	Sell	5,344 -40	-0.7%	-$1.49K	0.01%	345
2015 Q4	$210K	Buy	5,384 +4,524	+526%	+$180K	0.01%	360
2015 Q3	$32K	Sell	860 -334	-28%	-$12.8K	﹤0.01%	660
2015 Q2	$46K	Buy	1,194 +334	+39%	+$12.8K	﹤0.01%	654
2015 Q1	$32K	Buy	+860	New	+$31.6K	﹤0.01%	702
2013 Q3	–	Sell	-6,666	Closed	-$188K	–	1012
2013 Q2	$188K	Buy	+6,666	New	+$185K	0.01%	407

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Evercore Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.8% in Q2 2026, buying an estimated $46.7K and bringing the position to 22,315 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #145.

Evercore Wealth Management first reported a position in XLY in Q2 2013 and has held it in 43 quarters since. The position peaked at $2.98M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Evercore Wealth Management held 22,315 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.62M as of Q2 2026.
Evercore Wealth Management bought 400 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $46.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Evercore Wealth Management's portfolio in Q2 2026, its #145 holding.
Evercore Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 43 quarters since.
Evercore Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.98M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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