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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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All positions including Industrial SPDR held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
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