SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 73,196 Value ($000) $4,009 Avg Close Range
Q3 2025
Shares 72,121 Value ($000) $3,885 Avg Close Range
Q2 2025
Shares 72,661 Value ($000) $3,805 Avg Close Range
Q1 2025
Shares 72,036 Value ($000) $3,588 Avg Close Range
Q4 2024
Shares 73,036 Value ($000) $3,530 Avg Close Range
Q3 2024
Shares 74,561 Value ($000) $3,379 Avg Close Range
Q2 2024
Shares 74,541 Value ($000) $3,064 Avg Close Range
Q1 2024
Shares 77,354 Value ($000) $3,258 Avg Close Range
Q4 2023
Shares 78,364 Value ($000) $2,946 Avg Close Range
Q3 2023
Shares 78,364 Value ($000) $2,599 Avg Close Range
Q2 2023
Shares 78,197 Value ($000) $2,636 Avg Close Range
Q1 2023
Shares 71,737 Value ($000) $2,306 Avg Close Range
Q4 2022
Shares 100,350 Value ($000) $3,432 Avg Close Range
Q3 2022
Shares 100,365 Value ($000) $3,047 Avg Close Range
Q2 2022
Shares 102,591 Value ($000) $3,226 Avg Close Range
Q1 2022
Shares 101,841 Value ($000) $3,903 Avg Close Range
Q1 2016
Shares 19,289 Value ($000) $434 Avg Close Range
Q4 2015
Shares 23,873 Value ($000) $569 Avg Close Range
Q3 2015
Shares 10,000 Value ($000) $227 Avg Close Range
Q2 2015
Shares 11,785 Value ($000) $288 Avg Close Range
Q1 2015
Shares 13,610 Value ($000) $328 Avg Close Range
Q3 2014
Shares 13,000 Value ($000) $301 Avg Close Range
Q2 2014
Shares 10,000 Value ($000) $227 Avg Close Range
Q1 2014
Shares 10,000 Value ($000) $223 Avg Close Range
Q4 2013
Shares 5,000 Value ($000) $109 Avg Close Range
Q3 2013
Shares 45,000 Value ($000) $895 Avg Close Range
Q2 2013
Shares 40,457 Value ($000) $786 Avg Close Range