Evercore Wealth Management, LLC Energy Sector Spdr Transaction History

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 14,436 shares of XLE stock, worth $1.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,436
Previous 14,183 1.78%
Holding current value
$1.33 Million
Previous $1.2 Million 7.24%
% of portfolio
0.02%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$84.25 - $91.99 $21,315 - $23,273
253 Added 1.78%
14,436 $1.29 Million
Q2 2025

Aug 14, 2025
BUY
$76.44 - $94.13 $36,232 - $44,617
474 Added 3.46%
14,183 $1.2 Million
Q4 2024

Feb 14, 2025
SELL
$83.32 - $97.27 $477,006 - $556,870
-5,725 Reduced 29.46%
13,709 $1.17 Million
Q3 2024

Nov 14, 2024
SELL
$84.35 - $93.39 $18,978 - $21,012
-225 Reduced 1.14%
19,434 $1.71 Million
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $11,357 - $12,652
129 Added 0.66%
19,659 $1.79 Million
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $2.43 Million - $2.87 Million
-30,439 Reduced 60.92%
19,530 $1.84 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $2.26 Million - $2.56 Million
27,834 Added 125.75%
49,969 $4.19 Million
Q3 2023

Nov 14, 2023
SELL
$79.09 - $93.36 $49,826 - $58,816
-630 Reduced 2.77%
22,135 $2 Million
Q2 2023

Aug 04, 2023
BUY
$76.59 - $87.23 $174,242 - $198,448
2,275 Added 11.1%
22,765 $1.85 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $104,879 - $130,675
-1,554 Reduced 7.05%
20,490 $1.48 Million
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $577,504 - $754,204
8,173 Added 58.92%
22,044 $1.58 Million
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $793,698 - $1.09 Million
13,871 New
13,871 $1.06 Million
Q1 2020

May 14, 2020
SELL
$23.57 - $60.87 $335,047 - $865,267
-14,215 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$55.9 - $61.99 $134,998 - $149,705
-2,415 Reduced 14.52%
14,215 $853,000
Q3 2019

Nov 14, 2019
SELL
$59.2 - $63.13 $136,160 - $145,199
-2,300 Reduced 12.15%
16,630 $984,000
Q2 2019

Aug 13, 2019
BUY
N/A
3,531 Added 22.93%
18,930 $1.21 Million
Q1 2019

May 14, 2019
BUY
N/A
269 Added 1.78%
15,399 $1.02 Million
Q4 2018

Feb 13, 2019
BUY
N/A
12,284 Added 431.62%
15,130 $868,000
Q3 2018

Nov 13, 2018
BUY
N/A
20 Added 0.71%
2,846 $216,000
Q2 2018

Aug 14, 2018
BUY
N/A
2,826 New
2,826 $215,000
Q1 2018

May 15, 2018
SELL
N/A
-3,290 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
1,862 Added 130.39%
3,290 $238,000
Q3 2017

Nov 13, 2017
BUY
N/A
1,428
1,428 $98,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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