SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 33,615 Value ($000) $1,503 Avg Close Range
Q3 2025
Shares 14,436 Value ($000) $1,290 Avg Close Range
Q2 2025
Shares 14,183 Value ($000) $1,203 Avg Close Range
Q1 2025
Shares 13,709 Value ($000) $1,281 Avg Close Range
Q4 2024
Shares 13,709 Value ($000) $1,174 Avg Close Range
Q3 2024
Shares 19,434 Value ($000) $1,706 Avg Close Range
Q2 2024
Shares 19,659 Value ($000) $1,792 Avg Close Range
Q1 2024
Shares 19,530 Value ($000) $1,844 Avg Close Range
Q4 2023
Shares 49,969 Value ($000) $4,189 Avg Close Range
Q3 2023
Shares 22,135 Value ($000) $2,001 Avg Close Range
Q2 2023
Shares 22,765 Value ($000) $1,848 Avg Close Range
Q1 2023
Shares 20,490 Value ($000) $1,697 Avg Close Range
Q4 2022
Shares 20,490 Value ($000) $1,792 Avg Close Range
Q3 2022
Shares 20,490 Value ($000) $1,475 Avg Close Range
Q2 2022
Shares 22,044 Value ($000) $1,577 Avg Close Range
Q1 2022
Shares 13,871 Value ($000) $1,060 Avg Close Range
Q1 2016
Shares 1,958 Value ($000) $121 Avg Close Range
Q4 2015
Shares 5,318 Value ($000) $321 Avg Close Range
Q3 2015
Shares 5,393 Value ($000) $330 Avg Close Range
Q2 2015
Shares 4,526 Value ($000) $339 Avg Close Range
Q1 2015
Shares 1,270 Value ($000) $99 Avg Close Range
Q3 2014
Shares 1,537 Value ($000) $140 Avg Close Range
Q2 2014
Shares 1,331 Value ($000) $134 Avg Close Range
Q1 2014
Shares 1,331 Value ($000) $119 Avg Close Range
Q4 2013
Shares 225 Value ($000) $20 Avg Close Range
Q3 2013
Shares 3,420 Value ($000) $284 Avg Close Range
Q2 2013
Shares 5,016 Value ($000) $392 Avg Close Range