SPDR SER TR

Ticker: XOP CUSIP: 78468R556 Class: S&P OILGAS EXP

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

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

Q4 2025
Shares 1,786 Value ($000) $226 Avg Close — Range —
Q3 2025
Shares 3,401 Value ($000) $450 Avg Close — Range —
Q2 2025
Shares 12,968 Value ($000) $1,631 Avg Close — Range —
Q1 2025
Shares 13,008 Value ($000) $1,713 Avg Close — Range —
Q4 2024
Shares 14,735 Value ($000) $1,950 Avg Close — Range —
Q3 2024
Shares 16,018 Value ($000) $2,107 Avg Close — Range —
Q2 2024
Shares 16,073 Value ($000) $2,338 Avg Close — Range —
Q1 2024
Shares 16,236 Value ($000) $2,515 Avg Close — Range —
Q4 2023
Shares 17,887 Value ($000) $2,449 Avg Close — Range —
Q3 2023
Shares 27,597 Value ($000) $4,082 Avg Close — Range —
Q2 2023
Shares 29,371 Value ($000) $3,784 Avg Close — Range —
Q1 2023
Shares 28,310 Value ($000) $3,612 Avg Close — Range —
Q4 2022
Shares 28,287 Value ($000) $3,844 Avg Close — Range —
Q3 2022
Shares 28,236 Value ($000) $3,522 Avg Close — Range —
Q2 2022
Shares 31,952 Value ($000) $3,818 Avg Close — Range —