Spdr Ser Tr s&p oilgas exp shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr s&p oilgas exp (XOP) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Spdr Ser Tr s&p oilgas exp
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Quarterly reported holdings in Spdr Ser Tr s&p oilgas exp by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 3.4k | 132.20 |
| 2025-06-30 | $1.6M | 13k | 125.80 |
| 2025-03-31 | $1.7M | 13k | 131.71 |
| 2024-12-31 | $2.0M | 15k | 132.37 |
| 2024-09-30 | $2.1M | 16k | 131.52 |
| 2024-06-30 | $2.3M | 16k | 145.47 |
| 2024-03-31 | $2.5M | 16k | 154.93 |
| 2023-09-30 | $4.1M | 28k | 147.91 |
| 2023-06-30 | $3.8M | 29k | 128.83 |
| 2023-03-31 | $3.6M | 28k | 127.59 |
| 2022-12-31 | $3.8M | 28k | 135.88 |
| 2022-09-30 | $3.6M | 28k | 126.28 |
| 2022-06-30 | $3.8M | 32k | 119.49 |
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