Evercore Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1482689
New York, NY
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,760,039
+$244,300 QoQ
Shares Held
34,626
+14.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#113
of 293 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,760,039 | 34,626 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,515,739 | 30,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,570,288 | 34,626 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,766,678 | 19,713 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,725,729 | 19,653 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,814,435 | 21,103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,775,605 | 21,103 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,038,725 | 21,153 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,987,946 | 22,511 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,137,491 | 23,011 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,968,360 | 23,011 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,995,640 | 25,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,085,257 | 25,163 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,897,365 | 23,523 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,934,309 | 24,901 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,693,516 | 24,901 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,835,289 | 24,936 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,065,883 | 23,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,598,269 | 17,639 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,463,455 | 18,499 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,523,064 | 18,504 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,290,822 | 16,381 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $899,734 | 12,429 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $807,146 | 12,683 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $704,656 | 12,505 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $801,937 | 17,805 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||