Evercore Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 46,795 shares of XLV stock, worth $7.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
46,795
Previous 59,447 21.28%
Holding current value
$7.1 Million
Previous $8.01 Million 18.72%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Nov 14, 2025
SELL
$129.01 - $139.72 $1.63 Million - $1.77 Million
-12,652 Reduced 21.28%
46,795 $6.51 Million
Q2 2025

Aug 14, 2025
SELL
$128.77 - $144.3 $193,155 - $216,450
-1,500 Reduced 2.46%
59,447 $8.01 Million
Q1 2025

May 15, 2025
SELL
$137.61 - $149.68 $11.5 Million - $12.5 Million
-83,724 Reduced 57.87%
60,947 $8.9 Million
Q4 2024

Feb 14, 2025
BUY
$136.28 - $154.74 $11.3 Million - $12.9 Million
83,141 Added 135.12%
144,671 $19.9 Million
Q3 2024

Nov 14, 2024
SELL
$143.3 - $157.24 $147,742 - $162,114
-1,031 Reduced 1.65%
61,530 $9.48 Million
Q2 2024

Aug 14, 2024
SELL
$138.43 - $147.09 $292,225 - $310,506
-2,111 Reduced 3.26%
62,561 $9.12 Million
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $146,788 - $156,731
1,060 Added 1.67%
64,672 $9.55 Million
Q4 2023

Feb 14, 2024
SELL
$123.14 - $136.38 $257,732 - $285,443
-2,093 Reduced 3.19%
63,612 $8.68 Million
Q3 2023

Nov 14, 2023
SELL
$128.74 - $136.24 $29,996 - $31,743
-233 Reduced 0.35%
65,705 $8.46 Million
Q2 2023

Aug 04, 2023
BUY
$126.74 - $135.66 $329,270 - $352,444
2,598 Added 4.1%
65,938 $8.75 Million
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $1 Million - $1.1 Million
-8,076 Reduced 11.31%
63,340 $8.2 Million
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $1.07 Million - $1.23 Million
8,805 Added 14.06%
71,416 $9.7 Million
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $201,890 - $223,861
-1,667 Reduced 2.59%
62,611 $7.58 Million
Q2 2022

Aug 15, 2022
SELL
$119.89 - $142.83 $288,575 - $343,791
-2,407 Reduced 3.61%
64,278 $8.24 Million
Q1 2022

May 16, 2022
SELL
$126.55 - $139.44 $8.05 Million - $8.87 Million
-63,609 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$125.34 - $141.49 $263,214 - $297,129
2,100 Added 3.41%
63,609 $8.96 Million
Q3 2021

Nov 15, 2021
SELL
$127.07 - $136.85 $254,140 - $273,700
-2,000 Reduced 3.15%
61,509 $7.83 Million
Q2 2021

Aug 16, 2021
BUY
$116.39 - $126.03 $192,159 - $208,075
1,651 Added 2.67%
63,509 $8 Million
Q1 2021

May 17, 2021
BUY
$110.8 - $118.5 $1.8 Million - $1.92 Million
16,239 Added 35.6%
61,858 $7.22 Million
Q4 2020

Feb 16, 2021
BUY
$101.66 - $113.44 $223,652 - $249,568
2,200 Added 5.07%
45,619 $5.18 Million
Q3 2020

Nov 16, 2020
BUY
$100.71 - $109.44 $1.21 Million - $1.32 Million
12,062 Added 38.47%
43,419 $4.58 Million
Q2 2020

Aug 13, 2020
BUY
$85.21 - $103.92 $1.63 Million - $1.98 Million
19,100 Added 155.83%
31,357 $3.14 Million
Q1 2020

May 14, 2020
BUY
$74.62 - $104.73 $294,749 - $413,683
3,950 Added 47.55%
12,257 $1.09 Million
Q4 2019

Feb 13, 2020
BUY
$87.95 - $103.11 $43,975 - $51,555
500 Added 6.4%
8,307 $846,000
Q3 2019

Nov 14, 2019
BUY
$89.33 - $92.0 $13,935 - $14,352
156 Added 2.04%
7,807 $704,000
Q2 2019

Aug 13, 2019
SELL
N/A
-25 Reduced 0.33%
7,651 $709,000
Q4 2018

Feb 13, 2019
SELL
N/A
-82 Reduced 1.06%
7,676 $664,000
Q3 2018

Nov 13, 2018
SELL
N/A
-893 Reduced 10.32%
7,758 $738,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,124 Reduced 11.5%
8,651 $722,000
Q1 2018

May 15, 2018
SELL
N/A
-19,000 Reduced 66.03%
9,775 $796,000
Q3 2017

Nov 13, 2017
BUY
N/A
28,775
28,775 $2.35 Million

Others Institutions Holding XLV

# of Institutions
1,962
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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