SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 15,560 Value ($000) $9,387 Avg Close Range
Q3 2025
Shares 15,684 Value ($000) $9,348 Avg Close Range
Q2 2025
Shares 15,834 Value ($000) $8,970 Avg Close Range
Q1 2025
Shares 15,839 Value ($000) $8,450 Avg Close Range
Q4 2024
Shares 16,633 Value ($000) $9,474 Avg Close Range
Q3 2024
Shares 16,578 Value ($000) $9,444 Avg Close Range
Q2 2024
Shares 16,726 Value ($000) $8,950 Avg Close Range
Q1 2024
Shares 18,333 Value ($000) $10,201 Avg Close Range
Q4 2023
Shares 20,050 Value ($000) $10,173 Avg Close Range
Q3 2023
Shares 20,251 Value ($000) $9,247 Avg Close Range
Q2 2023
Shares 20,496 Value ($000) $9,816 Avg Close Range
Q1 2023
Shares 20,663 Value ($000) $9,472 Avg Close Range
Q4 2022
Shares 20,738 Value ($000) $9,183 Avg Close Range
Q3 2022
Shares 20,208 Value ($000) $8,116 Avg Close Range
Q2 2022
Shares 20,283 Value ($000) $8,387 Avg Close Range
Q1 2022
Shares 20,363 Value ($000) $9,987 Avg Close Range
Q4 2021
Shares 20,493 Value ($000) $10,609 Avg Close Range
Q3 2021
Shares 20,598 Value ($000) $9,905 Avg Close Range
Q2 2021
Shares 20,927 Value ($000) $10,275 Avg Close Range
Q1 2021
Shares 20,925 Value ($000) $9,961 Avg Close Range
Q4 2020
Shares 22,050 Value ($000) $9,259 Avg Close Range
Q3 2020
Shares 23,345 Value ($000) $7,910 Avg Close Range
Q2 2020
Shares 23,909 Value ($000) $7,758 Avg Close Range
Q1 2020
Shares 27,004 Value ($000) $7,099 Avg Close Range
Q4 2019
Shares 27,897 Value ($000) $10,473 Avg Close Range
Q3 2019
Shares 28,786 Value ($000) $10,146 Avg Close Range
Q2 2019
Shares 28,054 Value ($000) $9,948 Avg Close Range
Q1 2016
Shares 23,541 Value ($000) $6,185 Avg Close Range
Q4 2015
Shares 23,651 Value ($000) $6,008 Avg Close Range
Q3 2015
Shares 28,121 Value ($000) $7,000 Avg Close Range
Q2 2015
Shares 28,451 Value ($000) $7,772 Avg Close Range
Q1 2015
Shares 27,891 Value ($000) $7,734 Avg Close Range
Q4 2014
Shares 23,249 Value ($000) $6,137 Avg Close Range
Q3 2014
Shares 28,713 Value ($000) $7,159 Avg Close Range
Q2 2014
Shares 28,703 Value ($000) $7,478 Avg Close Range
Q1 2014
Shares 26,877 Value ($000) $6,734 Avg Close Range
Q4 2013
Shares 26,692 Value ($000) $6,517 Avg Close Range
Q3 2013
Shares 27,262 Value ($000) $6,170 Avg Close Range
Q2 2013
Shares 27,287 Value ($000) $5,732 Avg Close Range