SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 116,548 Value ($000) $79,477 Avg Close — Range —
Q3 2025
Shares 115,895 Value ($000) $77,207 Avg Close — Range —
Q2 2025
Shares 115,526 Value ($000) $71,378 Avg Close — Range —
Q1 2025
Shares 115,423 Value ($000) $64,567 Avg Close — Range —
Q4 2024
Shares 120,911 Value ($000) $70,864 Avg Close — Range —
Q3 2024
Shares 120,212 Value ($000) $68,973 Avg Close — Range —
Q2 2024
Shares 121,525 Value ($000) $66,137 Avg Close — Range —
Q1 2024
Shares 136,576 Value ($000) $71,439 Avg Close — Range —
Q4 2023
Shares 147,035 Value ($000) $69,887 Avg Close — Range —
Q3 2023
Shares 133,209 Value ($000) $56,944 Avg Close — Range —
Q2 2023
Shares 134,611 Value ($000) $59,671 Avg Close — Range —
Q1 2023
Shares 138,176 Value ($000) $56,568 Avg Close — Range —
Q4 2022
Shares 140,404 Value ($000) $53,695 Avg Close — Range —
Q3 2022
Shares 124,692 Value ($000) $44,538 Avg Close — Range —
Q2 2022
Shares 127,827 Value ($000) $48,223 Avg Close — Range —
Q1 2022
Shares 131,892 Value ($000) $59,568 Avg Close — Range —
Q4 2021
Shares 136,158 Value ($000) $64,670 Avg Close — Range —
Q3 2021
Shares 140,042 Value ($000) $60,098 Avg Close — Range —
Q2 2021
Shares 142,643 Value ($000) $61,061 Avg Close — Range —
Q1 2021
Shares 152,399 Value ($000) $60,401 Avg Close — Range —
Q4 2020
Shares 145,428 Value ($000) $54,373 Avg Close — Range —
Q3 2020
Shares 143,951 Value ($000) $48,208 Avg Close — Range —
Q2 2020
Shares 146,540 Value ($000) $45,187 Avg Close — Range —
Q1 2020
Shares 139,648 Value ($000) $35,993 Avg Close — Range —
Q4 2019
Shares 125,119 Value ($000) $40,271 Avg Close — Range —
Q3 2019
Shares 129,349 Value ($000) $38,387 Avg Close — Range —
Q2 2019
Shares 130,718 Value ($000) $38,301 Avg Close — Range —
Q1 2019
Shares 124,305 Value ($000) $35,114 Avg Close — Range —
Q4 2018
Shares 145,066 Value ($000) $36,255 Avg Close — Range —
Q3 2018
Shares 110,375 Value ($000) $32,088 Avg Close — Range —
Q2 2018
Shares 101,185 Value ($000) $27,449 Avg Close — Range —
Q1 2018
Shares 73,100 Value ($000) $19,237 Avg Close — Range —
Q4 2017
Shares 67,663 Value ($000) $18,057 Avg Close — Range —
Q3 2017
Shares 69,938 Value ($000) $17,571 Avg Close — Range —
Q2 2017
Shares 70,493 Value ($000) $17,045 Avg Close — Range —
Q1 2017
Shares 67,728 Value ($000) $15,966 Avg Close — Range —
Q4 2016
Shares 61,451 Value ($000) $13,736 Avg Close — Range —
Q3 2016
Shares 68,096 Value ($000) $14,729 Avg Close — Range —
Q2 2016
Shares 69,614 Value ($000) $14,582 Avg Close — Range —
Q1 2016
Shares 73,142 Value ($000) $15,032 Avg Close — Range —
Q4 2015
Shares 80,415 Value ($000) $16,394 Avg Close — Range —
Q3 2015
Shares 74,849 Value ($000) $14,338 Avg Close — Range —
Q2 2015
Shares 69,333 Value ($000) $14,272 Avg Close — Range —
Q1 2015
Shares 71,285 Value ($000) $14,717 Avg Close — Range —
Q4 2014
Shares 28,440 Value ($000) $5,846 Avg Close — Range —
Q3 2014
Shares 62,970 Value ($000) $12,410 Avg Close — Range —
Q2 2014
Shares 61,141 Value ($000) $11,969 Avg Close — Range —
Q1 2014
Shares 62,441 Value ($000) $11,677 Avg Close — Range —
Q4 2013
Shares 58,210 Value ($000) $10,747 Avg Close — Range —
Q3 2013
Shares 51,088 Value ($000) $8,582 Avg Close — Range —
Q2 2013
Shares 49,731 Value ($000) $7,976 Avg Close — Range —