SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q3 2024
Shares 4,622 Value ($000) $206 Avg Close — Range —
Q4 2023
Shares 44,530 Value ($000) $1,784 Avg Close — Range —
Q3 2023
Shares 44,395 Value ($000) $1,513 Avg Close — Range —
Q2 2023
Shares 44,395 Value ($000) $1,673 Avg Close — Range —
Q1 2023
Shares 40,795 Value ($000) $1,525 Avg Close — Range —
Q4 2022
Shares 28,662 Value ($000) $1,058 Avg Close — Range —
Q3 2022
Shares 40,140 Value ($000) $1,446 Avg Close — Range —
Q2 2022
Shares 41,080 Value ($000) $1,679 Avg Close — Range —
Q1 2022
Shares 38,215 Value ($000) $1,847 Avg Close — Range —
Q4 2021
Shares 26,365 Value ($000) $1,366 Avg Close — Range —
Q3 2021
Shares 26,340 Value ($000) $1,171 Avg Close — Range —
Q2 2021
Shares 26,322 Value ($000) $1,167 Avg Close — Range —
Q1 2021
Shares 19,872 Value ($000) $785 Avg Close — Range —
Q4 2020
Shares 12,047 Value ($000) $440 Avg Close — Range —
Q3 2020
Shares 17,367 Value ($000) $613 Avg Close — Range —
Q2 2020
Shares 17,208 Value ($000) $599 Avg Close — Range —
Q1 2020
Shares 17,208 Value ($000) $533 Avg Close — Range —
Q4 2019
Shares 5,466 Value ($000) $211 Avg Close — Range —
Q3 2019
Shares 5,531 Value ($000) $218 Avg Close — Range —
Q4 2017
Shares 978 Value ($000) $32 Avg Close — Range —
Q3 2017
Shares 1,126 Value ($000) $36 Avg Close — Range —
Q2 2017
Shares 3,648 Value ($000) $117 Avg Close — Range —
Q1 2017
Shares 3,648 Value ($000) $115 Avg Close — Range —
Q4 2016
Shares 3,648 Value ($000) $112 Avg Close — Range —
Q3 2016
Shares 6,153 Value ($000) $202 Avg Close — Range —