Evercore Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 23,866 shares of XLP stock, worth $1.81 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
23,866
Previous 25,716 7.19%
Holding current value
$1.81 Million
Previous $1.97 Million 7.87%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$76.04 - $76.04 $140,674 - $140,674
-1,850 Reduced 7.19%
23,866 $1.81 Million
Q4 2023

Feb 14, 2024
BUY
$66.22 - $72.3 $52,976 - $57,840
800 Added 3.21%
25,716 $1.85 Million
Q3 2023

Nov 14, 2023
BUY
$68.8 - $76.1 $94,600 - $104,637
1,375 Added 5.84%
24,916 $1.71 Million
Q2 2023

Aug 04, 2023
BUY
$72.59 - $77.5 $174,216 - $186,000
2,400 Added 11.35%
23,541 $1.75 Million
Q1 2023

May 15, 2023
BUY
$71.11 - $75.78 $85,332 - $90,936
1,200 Added 6.02%
21,141 $1.58 Million
Q4 2022

Feb 14, 2023
SELL
$71.53 - $77.19 $3,147 - $3,396
-44 Reduced 0.22%
19,941 $1.49 Million
Q2 2022

Aug 15, 2022
BUY
N/A
1,425 Added 7.68%
19,985 $1.44 Million
Q1 2022

May 16, 2022
BUY
N/A
6,350 Added 52.01%
18,560 $1.41 Million
Q2 2021

Aug 16, 2021
BUY
N/A
3,225 Added 35.89%
12,210 $854,000
Q1 2021

May 17, 2021
BUY
N/A
4,625 Added 106.08%
8,985 $613,000
Q4 2020

Feb 16, 2021
SELL
N/A
-329 Reduced 7.02%
4,360 $294,000
Q3 2020

Nov 16, 2020
BUY
N/A
789 Added 20.23%
4,689 $301,000
Q1 2020

May 14, 2020
BUY
N/A
3,900 New
3,900 $212,000
Q1 2018

May 15, 2018
SELL
N/A
-350 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
350
350 $19,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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