SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 63,628 Value ($000) $9,161 Avg Close Range
Q3 2025
Shares 34,752 Value ($000) $9,795 Avg Close Range
Q2 2025
Shares 39,222 Value ($000) $9,932 Avg Close Range
Q1 2025
Shares 39,269 Value ($000) $8,108 Avg Close Range
Q4 2024
Shares 40,806 Value ($000) $9,488 Avg Close Range
Q3 2024
Shares 42,073 Value ($000) $9,498 Avg Close Range
Q2 2024
Shares 42,618 Value ($000) $9,641 Avg Close Range
Q1 2024
Shares 42,765 Value ($000) $8,907 Avg Close Range
Q4 2023
Shares 37,073 Value ($000) $7,136 Avg Close Range
Q3 2023
Shares 37,405 Value ($000) $6,132 Avg Close Range
Q2 2023
Shares 32,220 Value ($000) $5,602 Avg Close Range
Q1 2023
Shares 32,095 Value ($000) $4,847 Avg Close Range
Q4 2022
Shares 27,671 Value ($000) $3,443 Avg Close Range
Q3 2022
Shares 33,831 Value ($000) $4,019 Avg Close Range
Q2 2022
Shares 33,987 Value ($000) $4,320 Avg Close Range
Q1 2022
Shares 33,587 Value ($000) $5,338 Avg Close Range
Q1 2016
Shares 12,255 Value ($000) $544 Avg Close Range
Q4 2015
Shares 12,300 Value ($000) $527 Avg Close Range
Q3 2015
Shares 12,220 Value ($000) $483 Avg Close Range
Q2 2015
Shares 12,639 Value ($000) $523 Avg Close Range
Q1 2015
Shares 15,305 Value ($000) $634 Avg Close Range
Q4 2014
Shares 15,305 Value ($000) $633 Avg Close Range
Q3 2014
Shares 15,805 Value ($000) $631 Avg Close Range
Q2 2014
Shares 15,950 Value ($000) $612 Avg Close Range
Q1 2014
Shares 15,950 Value ($000) $580 Avg Close Range
Q4 2013
Shares 16,180 Value ($000) $578 Avg Close Range
Q3 2013
Shares 15,850 Value ($000) $508 Avg Close Range
Q2 2013
Shares 23,610 Value ($000) $722 Avg Close Range