SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 24,996 Value ($000) $2,985 Avg Close — Range —
Q3 2025
Shares 11,100 Value ($000) $2,660 Avg Close — Range —
Q2 2025
Shares 11,200 Value ($000) $2,434 Avg Close — Range —
Q1 2025
Shares 11,200 Value ($000) $2,212 Avg Close — Range —
Q4 2024
Shares 11,752 Value ($000) $2,637 Avg Close — Range —
Q3 2024
Shares 12,082 Value ($000) $2,421 Avg Close — Range —
Q2 2024
Shares 12,912 Value ($000) $2,355 Avg Close — Range —
Q1 2024
Shares 14,785 Value ($000) $2,719 Avg Close — Range —
Q4 2023
Shares 14,060 Value ($000) $2,514 Avg Close — Range —
Q3 2023
Shares 14,060 Value ($000) $2,263 Avg Close — Range —
Q2 2023
Shares 11,510 Value ($000) $1,955 Avg Close — Range —
Q1 2023
Shares 10,310 Value ($000) $1,542 Avg Close — Range —
Q4 2022
Shares 3,783 Value ($000) $489 Avg Close — Range —
Q3 2022
Shares 11,810 Value ($000) $1,682 Avg Close — Range —
Q2 2022
Shares 11,845 Value ($000) $1,629 Avg Close — Range —
Q1 2022
Shares 12,570 Value ($000) $2,325 Avg Close — Range —
Q1 2016
Shares 2,672 Value ($000) $211 Avg Close — Range —
Q4 2015
Shares 2,692 Value ($000) $210 Avg Close — Range —
Q3 2015
Shares 430 Value ($000) $32 Avg Close — Range —
Q2 2015
Shares 597 Value ($000) $46 Avg Close — Range —
Q1 2015
Shares 430 Value ($000) $32 Avg Close — Range —
Q2 2013
Shares 3,333 Value ($000) $188 Avg Close — Range —