Evercore Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 4,622 shares of XLRE stock, worth $188,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,622
Holding current value
$188,623
% of portfolio
0.0%

Shares

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

Nov 14, 2024
BUY
$38.04 - $45.36 $175,820 - $209,653
4,622 New
4,622 $206,000
Q4 2023

Feb 14, 2024
BUY
$32.19 - $40.5 $4,345 - $5,467
135 Added 0.3%
44,530 $1.78 Million
Q2 2023

Aug 04, 2023
BUY
$35.21 - $37.75 $126,756 - $135,900
3,600 Added 8.82%
44,395 $1.67 Million
Q1 2023

May 15, 2023
BUY
$34.62 - $41.83 $420,044 - $507,523
12,133 Added 42.33%
40,795 $1.52 Million
Q4 2022

Feb 14, 2023
SELL
$33.77 - $39.47 $387,612 - $453,036
-11,478 Reduced 28.59%
28,662 $1.06 Million
Q3 2022

Nov 14, 2022
SELL
$35.63 - $45.74 $33,492 - $42,995
-940 Reduced 2.29%
40,140 $1.45 Million
Q2 2022

Aug 15, 2022
BUY
$38.85 - $50.6 $111,305 - $144,969
2,865 Added 7.5%
41,080 $1.68 Million
Q1 2022

May 16, 2022
BUY
$43.98 - $51.33 $521,162 - $608,260
11,850 Added 44.95%
38,215 $1.85 Million
Q4 2021

Feb 14, 2022
BUY
$44.62 - $51.81 $1,115 - $1,295
25 Added 0.09%
26,365 $1.37 Million
Q3 2021

Nov 15, 2021
BUY
$44.45 - $48.73 $800 - $877
18 Added 0.07%
26,340 $1.17 Million
Q2 2021

Aug 16, 2021
BUY
$40.12 - $45.73 $258,773 - $294,958
6,450 Added 32.46%
26,322 $1.17 Million
Q1 2021

May 17, 2021
BUY
$35.06 - $39.91 $274,344 - $312,295
7,825 Added 64.95%
19,872 $785,000
Q4 2020

Feb 16, 2021
SELL
$33.98 - $37.77 $180,773 - $200,936
-5,320 Reduced 30.63%
12,047 $440,000
Q3 2020

Nov 16, 2020
BUY
$33.85 - $37.14 $5,382 - $5,905
159 Added 0.92%
17,367 $613,000
Q1 2020

May 14, 2020
BUY
$25.46 - $41.93 $298,951 - $492,342
11,742 Added 214.82%
17,208 $533,000
Q4 2019

Feb 13, 2020
SELL
$37.47 - $40.18 $2,435 - $2,611
-65 Reduced 1.18%
5,466 $211,000
Q3 2019

Nov 14, 2019
BUY
$38.59 - $39.55 $213,441 - $218,751
5,531 New
5,531 $218,000
Q1 2018

May 15, 2018
SELL
N/A
-978 Closed
0 $0
Q4 2017

Feb 13, 2018
SELL
N/A
-148 Reduced 13.14%
978 $32,000
Q3 2017

Nov 13, 2017
BUY
N/A
1,126
1,126 $36,000

Others Institutions Holding XLRE

# of Institutions
823
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

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