Evercore Wealth Management, LLC Industrial Sector Spdr Transaction History

Evercore Wealth Management, LLC

$6.56 Billion
Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 16,527 shares of XLI stock, worth $2.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,527

Previous 16,502 0.15%

Holding current value

$2.51 Million

Previous $2.43 Million 4.68%

% of portfolio

0.04%

Previous 0.04%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$147.94 - $154.99 $3,698 - $3,874	25 Added 0.15%	16,527 $2.55 Million
Q2 2025 Aug 14, 2025	SELL	$116.42 - $147.52 $9,313 - $11,801	-80 Reduced 0.48%	16,502 $2.43 Million
Q1 2025 May 15, 2025	SELL	$128.78 - $141.67 $70,829 - $77,918	-550 Reduced 3.21%	16,582 $2.17 Million
Q4 2024 Feb 14, 2025	SELL	$131.76 - $143.99 $118,583 - $129,591	-900 Reduced 4.99%	17,132 $2.26 Million
Q3 2024 Nov 14, 2024	SELL	$120.56 - $135.44 $154,557 - $173,634	-1,282 Reduced 6.64%	18,032 $2.44 Million

Q2 2024 Aug 14, 2024	SELL	$120.47 - $125.94 $103,363 - $108,056	-858 Reduced 4.25%	19,314 $2.35 Million
Q1 2024 May 15, 2024	BUY	$110.23 - $125.96 $192,020 - $219,422	1,742 Added 9.45%	20,172 $2.54 Million
Q3 2023 Nov 14, 2023	BUY	$100.74 - $110.75 $20,349 - $22,371	202 Added 1.11%	18,430 $1.87 Million
Q2 2023 Aug 04, 2023	BUY	$96.85 - $107.32 $135,590 - $150,248	1,400 Added 8.32%	18,228 $1.96 Million
Q1 2023 May 15, 2023	SELL	$96.51 - $103.67 $16,310 - $17,520	-169 Reduced 0.99%	16,828 $1.7 Million
Q4 2022 Feb 14, 2023	SELL	$84.74 - $102.33 $1,694 - $2,046	-20 Reduced 0.12%	16,997 $1.67 Million
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $29,076 - $35,286	-351 Reduced 2.02%	17,017 $1.41 Million
Q2 2022 Aug 15, 2022	SELL	$85.56 - $102.18 $1.3 Million - $1.55 Million	-15,180 Reduced 46.64%	17,368 $1.52 Million
Q1 2022 May 16, 2022	SELL	$95.6 - $107.05 $2.72 Million - $3.04 Million	-28,416 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$98.64 - $107.12 $1.34 Million - $1.45 Million	-13,580 Reduced 32.34%	28,416 $3.01 Million
Q3 2021 Nov 15, 2021	SELL	$97.84 - $105.53 $237,849 - $256,543	-2,431 Reduced 5.47%	41,996 $4.11 Million
Q2 2021 Aug 16, 2021	BUY	$98.78 - $105.53 $703,807 - $751,901	7,125 Added 19.1%	44,427 $4.55 Million
Q1 2021 May 17, 2021	BUY	$84.77 - $98.77 $1.36 Million - $1.58 Million	15,990 Added 75.03%	37,302 $3.67 Million
Q4 2020 Feb 16, 2021	BUY	$74.87 - $89.65 $1.22 Million - $1.46 Million	16,297 Added 324.97%	21,312 $1.89 Million
Q3 2020 Nov 16, 2020	BUY	$67.14 - $79.9 $48,676 - $57,927	725 Added 16.9%	5,015 $386,000
Q2 2020 Aug 13, 2020	SELL	$56.34 - $76.29 $44,508 - $60,269	-790 Reduced 15.55%	4,290 $295,000
Q1 2020 May 14, 2020	BUY	$48.77 - $85.23 $247,751 - $432,968	5,080 New	5,080 $300,000
Q3 2019 Nov 14, 2019	SELL	$77.22 - $79.35 $217,760 - $223,766	-2,820 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	15 Added 0.53%	2,820 $218,000
Q1 2019 May 14, 2019	BUY	N/A	2,805 New	2,805 $210,000
Q1 2018 May 15, 2018	SELL	N/A	-2,425 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	N/A	-120 Reduced 4.72%	2,425 $183,000
Q3 2017 Nov 13, 2017	BUY	N/A	2,545	2,545 $181,000

Others Institutions Holding XLI

# of Institutions

1,655

Shares Held

141M

Call Options Held

36.2M

Put Options Held

33.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

Evercore Wealth Management, LLC Industrial Sector Spdr Transaction History