Industrial SPDR shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 17k | 154.23 |
| 2025-06-30 | $2.4M | 17k | 147.52 |
| 2025-03-31 | $2.2M | 17k | 131.07 |
| 2024-12-31 | $2.3M | 17k | 131.76 |
| 2024-09-30 | $2.4M | 18k | 135.44 |
| 2024-06-30 | $2.4M | 19k | 121.87 |
| 2024-03-31 | $2.5M | 20k | 125.96 |
| 2023-09-30 | $1.9M | 18k | 101.38 |
| 2023-06-30 | $2.0M | 18k | 107.32 |
| 2023-03-31 | $1.7M | 17k | 101.18 |
| 2022-12-31 | $1.7M | 17k | 98.21 |
| 2022-09-30 | $1.4M | 17k | 82.87 |
| 2022-06-30 | $1.5M | 17k | 87.33 |
| 2022-03-31 | $3.4M | 33k | 102.96 |
| 2021-12-31 | $3.0M | 28k | 105.76 |
| 2021-09-30 | $4.1M | 42k | 97.80 |
| 2021-06-30 | $4.6M | 44k | 102.43 |
| 2021-03-31 | $3.7M | 37k | 98.40 |
| 2020-12-31 | $1.9M | 21k | 88.46 |
| 2020-09-30 | $386k | 5.0k | 76.92 |
| 2020-06-30 | $295k | 4.3k | 68.85 |
| 2020-03-31 | $300k | 5.1k | 59.00 |
| 2019-06-30 | $218k | 2.8k | 77.30 |
| 2019-03-31 | $210k | 2.8k | 74.87 |
| 2017-12-31 | $183k | 2.4k | 75.46 |
| 2017-09-30 | $181k | 2.5k | 71.12 |
| 2017-06-30 | $197k | 2.9k | 68.05 |
| 2017-03-31 | $188k | 2.9k | 64.94 |
| 2016-12-31 | $190k | 3.1k | 62.19 |
| 2016-09-30 | $352k | 6.0k | 58.33 |
| 2016-06-30 | $170k | 3.0k | 56.01 |
| 2016-03-31 | $165k | 3.0k | 55.37 |
| 2015-12-31 | $159k | 3.0k | 53.00 |
| 2015-09-30 | $23k | 460 | 50.00 |
| 2015-06-30 | $48k | 894 | 53.69 |
| 2015-03-31 | $26k | 460 | 56.52 |
| 2013-06-30 | $142k | 3.3k | 43.03 |
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