Consumer Discretionary SPDR shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 239.64 |
| 2025-06-30 | $2.4M | 11k | 217.33 |
| 2025-03-31 | $2.2M | 11k | 197.46 |
| 2024-12-31 | $2.6M | 12k | 224.35 |
| 2024-09-30 | $2.4M | 12k | 200.37 |
| 2024-06-30 | $2.4M | 13k | 182.40 |
| 2024-03-31 | $2.7M | 15k | 183.89 |
| 2023-09-30 | $2.3M | 14k | 160.98 |
| 2023-06-30 | $2.0M | 12k | 169.81 |
| 2023-03-31 | $1.5M | 10k | 149.54 |
| 2022-12-31 | $489k | 3.8k | 129.16 |
| 2022-09-30 | $1.7M | 12k | 142.41 |
| 2022-06-30 | $1.6M | 12k | 137.49 |
| 2022-03-31 | $2.3M | 13k | 184.71 |
| 2021-12-31 | $2.0M | 10k | 204.39 |
| 2021-09-30 | $1.9M | 11k | 179.44 |
| 2021-06-30 | $2.0M | 11k | 178.55 |
| 2021-03-31 | $1.8M | 11k | 168.00 |
| 2020-12-31 | $1.1M | 7.0k | 160.82 |
| 2020-09-30 | $1.0M | 7.1k | 147.08 |
| 2020-06-30 | $830k | 6.5k | 127.79 |
| 2020-03-31 | $681k | 6.9k | 98.13 |
| 2019-09-30 | $224k | 1.9k | 120.75 |
| 2019-06-30 | $221k | 1.9k | 119.14 |
| 2019-03-31 | $229k | 2.0k | 113.93 |
| 2018-09-30 | $206k | 1.8k | 117.11 |
| 2017-12-31 | $161k | 1.6k | 98.47 |
| 2017-09-30 | $169k | 1.9k | 90.13 |
| 2017-06-30 | $198k | 2.2k | 89.59 |
| 2017-03-31 | $194k | 2.2k | 87.78 |
| 2016-12-31 | $190k | 2.3k | 81.20 |
| 2016-09-30 | $186k | 2.3k | 80.17 |
| 2016-06-30 | $181k | 2.3k | 78.02 |
| 2016-03-31 | $211k | 2.7k | 78.97 |
| 2015-12-31 | $210k | 2.7k | 78.01 |
| 2015-09-30 | $32k | 430 | 74.42 |
| 2015-06-30 | $46k | 597 | 77.05 |
| 2015-03-31 | $32k | 430 | 74.42 |
| 2013-06-30 | $188k | 3.3k | 56.41 |
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