Consumer Staples Select Sect. SPDR shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Consumer Staples Select Sect. SPDR
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.7M | 25k | 68.81 |
| 2023-06-30 | $1.7M | 24k | 74.17 |
| 2023-03-31 | $1.6M | 21k | 74.71 |
| 2022-12-31 | $1.5M | 20k | 74.55 |
| 2022-09-30 | $1.3M | 20k | 67.39 |
| 2022-06-30 | $1.4M | 20k | 71.74 |
| 2022-03-31 | $1.4M | 19k | 75.91 |
| 2021-12-31 | $942k | 12k | 77.11 |
| 2021-09-30 | $841k | 12k | 68.85 |
| 2021-06-30 | $854k | 12k | 69.96 |
| 2021-03-31 | $613k | 9.0k | 68.27 |
| 2020-12-31 | $294k | 4.4k | 67.39 |
| 2020-09-30 | $301k | 4.7k | 64.10 |
| 2020-06-30 | $229k | 3.9k | 58.72 |
| 2020-03-31 | $212k | 3.9k | 54.36 |
| 2017-12-31 | $20k | 350 | 57.14 |
| 2017-09-30 | $19k | 350 | 54.29 |
| 2017-06-30 | $19k | 350 | 54.29 |
| 2017-03-31 | $19k | 350 | 54.29 |
| 2016-12-31 | $259k | 5.0k | 51.80 |
| 2016-09-30 | $266k | 5.0k | 53.20 |
| 2016-06-30 | $312k | 5.7k | 55.20 |
| 2016-03-31 | $300k | 5.7k | 53.00 |
| 2015-12-31 | $285k | 5.7k | 50.40 |
| 2015-09-30 | $267k | 5.7k | 47.20 |
| 2015-06-30 | $301k | 6.3k | 47.96 |
| 2015-03-31 | $276k | 5.7k | 48.80 |
| 2014-09-30 | $255k | 5.7k | 45.20 |
| 2014-06-30 | $303k | 6.8k | 44.59 |
| 2014-03-31 | $28k | 650 | 43.08 |
| 2013-12-31 | $28k | 650 | 43.08 |
| 2013-06-30 | $134k | 3.4k | 39.37 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
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