SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

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

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

Q4 2025
Shares 48,082 Value ($000) $3,967 Avg Close — Range —
Q3 2025
Shares 14,128 Value ($000) $1,139 Avg Close — Range —
Q2 2025
Shares 10,067 Value ($000) $754 Avg Close — Range —
Q1 2025
Shares 6,111 Value ($000) $416 Avg Close — Range —