Evercore Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History

Evercore Wealth Management, LLC

$6.47 Billion
Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 6,123 shares of XAR stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,123

Previous 6,923 11.56%

Holding current value

$1.01 Million

Previous $1.09 Million 6.8%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$153.8 - $176.52 $123,040 - $141,216	-800 Reduced 11.56%	6,123 $1.02 Million
Q3 2024 Nov 14, 2024	SELL	$139.03 - $157.34 $222,448 - $251,744	-1,600 Reduced 18.77%	6,923 $1.09 Million
Q1 2024 May 15, 2024	BUY	$127.46 - $141.87 $203,936 - $226,992	1,600 Added 23.11%	8,523 $1.2 Million
Q3 2023 Nov 14, 2023	BUY	$110.08 - $125.09 $31,042 - $35,275	282 Added 4.25%	6,923 $776,000
Q2 2023 Aug 04, 2023	BUY	$110.78 - $122.64 $110,780 - $122,640	1,000 Added 17.73%	6,641 $807,000
Q1 2023 May 15, 2023	BUY	$109.92 - $121.62 $103,434 - $114,444	941 Added 20.02%	5,641 $659,000
Q3 2022 Nov 14, 2022	SELL	$91.68 - $115.5 $395,782 - $498,613	-4,317 Reduced 47.88%	4,700 $431,000
Q2 2022 Aug 15, 2022	BUY	$96.26 - $126.23 $207,921 - $272,656	2,160 Added 31.5%	9,017 $907,000
Q1 2022 May 16, 2022	BUY	$107.27 - $126.95 $735,550 - $870,496	6,857 New	6,857 $855,000

Others Institutions Holding XAR

# of Institutions

407

Shares Held

7.35M

Call Options Held

24.9K

Put Options Held

4.8K

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
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Industry ETFs

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Evercore Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History