Financial Select Sector SPDR shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 75k | 45.32 |
| 2024-06-30 | $3.1M | 75k | 41.11 |
| 2024-03-31 | $3.3M | 77k | 42.12 |
| 2023-09-30 | $2.6M | 78k | 33.17 |
| 2023-06-30 | $2.6M | 78k | 33.71 |
| 2023-03-31 | $2.3M | 72k | 32.15 |
| 2022-12-31 | $3.4M | 100k | 34.20 |
| 2022-09-30 | $3.0M | 100k | 30.37 |
| 2022-06-30 | $3.2M | 103k | 31.45 |
| 2022-03-31 | $3.9M | 102k | 38.32 |
| 2021-12-31 | $3.7M | 96k | 39.07 |
| 2021-09-30 | $3.6M | 96k | 37.50 |
| 2021-06-30 | $3.5M | 96k | 36.68 |
| 2021-03-31 | $3.3M | 96k | 34.06 |
| 2020-12-31 | $2.6M | 88k | 29.53 |
| 2020-09-30 | $787k | 33k | 24.08 |
| 2020-06-30 | $760k | 33k | 23.11 |
| 2020-03-31 | $686k | 33k | 20.87 |
| 2019-12-31 | $804k | 26k | 30.78 |
| 2019-09-30 | $768k | 27k | 28.01 |
| 2019-06-30 | $706k | 26k | 27.61 |
| 2019-03-31 | $672k | 26k | 25.70 |
| 2018-12-31 | $621k | 26k | 23.81 |
| 2018-09-30 | $862k | 31k | 27.58 |
| 2018-06-30 | $906k | 34k | 26.59 |
| 2018-03-31 | $933k | 34k | 27.57 |
| 2017-12-31 | $871k | 31k | 27.92 |
| 2017-09-30 | $801k | 31k | 25.86 |
| 2017-06-30 | $772k | 31k | 24.66 |
| 2017-03-31 | $743k | 31k | 23.73 |
| 2016-12-31 | $728k | 31k | 23.26 |
| 2016-09-30 | $951k | 49k | 19.31 |
| 2016-06-30 | $371k | 16k | 22.83 |
| 2016-03-31 | $435k | 19k | 22.53 |
| 2015-12-31 | $568k | 24k | 23.78 |
| 2015-09-30 | $227k | 10k | 22.70 |
| 2015-06-30 | $288k | 12k | 24.44 |
| 2015-03-31 | $328k | 14k | 24.10 |
| 2014-09-30 | $301k | 13k | 23.15 |
| 2014-06-30 | $227k | 10k | 22.70 |
| 2014-03-31 | $223k | 10k | 22.30 |
| 2013-12-31 | $109k | 5.0k | 21.80 |
| 2013-09-30 | $900k | 45k | 20.00 |
| 2013-06-30 | $785k | 41k | 19.40 |
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