SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

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

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

Q1 2025
Shares 2,267 Value ($000) $308 Avg Close — Range —
Q4 2024
Shares 2,407 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 2,407 Value ($000) $342 Avg Close — Range —
Q2 2024
Shares 2,267 Value ($000) $288 Avg Close — Range —
Q1 2024
Shares 2,267 Value ($000) $298 Avg Close — Range —
Q4 2023
Shares 2,717 Value ($000) $340 Avg Close — Range —
Q3 2023
Shares 2,717 Value ($000) $313 Avg Close — Range —
Q2 2023
Shares 3,530 Value ($000) $433 Avg Close — Range —
Q1 2023
Shares 2,253 Value ($000) $279 Avg Close — Range —
Q4 2022
Shares 2,190 Value ($000) $274 Avg Close — Range —
Q3 2022
Shares 2,190 Value ($000) $244 Avg Close — Range —
Q2 2022
Shares 2,190 Value ($000) $260 Avg Close — Range —
Q1 2022
Shares 2,190 Value ($000) $281 Avg Close — Range —
Q4 2021
Shares 2,190 Value ($000) $283 Avg Close — Range —
Q3 2021
Shares 2,190 Value ($000) $257 Avg Close — Range —
Q4 2019
Shares 6,943 Value ($000) $747 Avg Close — Range —
Q3 2019
Shares 6,743 Value ($000) $692 Avg Close — Range —
Q2 2019
Shares 6,743 Value ($000) $680 Avg Close — Range —
Q1 2019
Shares 4,874 Value ($000) $485 Avg Close — Range —
Q4 2018
Shares 4,618 Value ($000) $413 Avg Close — Range —
Q3 2018
Shares 4,618 Value ($000) $452 Avg Close — Range —
Q2 2018
Shares 4,618 Value ($000) $428 Avg Close — Range —
Q1 2018
Shares 4,618 Value ($000) $421 Avg Close — Range —
Q4 2017
Shares 5,418 Value ($000) $512 Avg Close — Range —
Q3 2017
Shares 5,418 Value ($000) $495 Avg Close — Range —
Q2 2017
Shares 5,418 Value ($000) $481 Avg Close — Range —
Q1 2017
Shares 5,418 Value ($000) $478 Avg Close — Range —
Q4 2016
Shares 11,240 Value ($000) $961 Avg Close — Range —
Q3 2016
Shares 11,222 Value ($000) $946 Avg Close — Range —
Q2 2016
Shares 4,000 Value ($000) $336 Avg Close — Range —
Q1 2016
Shares 4,800 Value ($000) $384 Avg Close — Range —
Q4 2015
Shares 5,265 Value ($000) $387 Avg Close — Range —
Q3 2015
Shares 4,800 Value ($000) $347 Avg Close — Range —
Q2 2015
Shares 6,397 Value ($000) $487 Avg Close — Range —
Q1 2015
Shares 4,800 Value ($000) $375 Avg Close — Range —
Q3 2014
Shares 4,800 Value ($000) $358 Avg Close — Range —
Q2 2014
Shares 4,800 Value ($000) $368 Avg Close — Range —
Q1 2014
Shares 4,800 Value ($000) $354 Avg Close — Range —
Q4 2013
Shares 4,800 Value ($000) $349 Avg Close — Range —
Q3 2013
Shares 4,800 Value ($000) $331 Avg Close — Range —
Q2 2013
Shares 4,800 Value ($000) $318 Avg Close — Range —