SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q3 2024
Shares 2,598 Value ($000) $210 Avg Close — Range —
Q4 2023
Shares 3,273 Value ($000) $207 Avg Close — Range —
Q3 2023
Shares 4,313 Value ($000) $254 Avg Close — Range —
Q2 2023
Shares 4,313 Value ($000) $282 Avg Close — Range —
Q1 2023
Shares 2,963 Value ($000) $201 Avg Close — Range —
Q1 2016
Shares 4,000 Value ($000) $198 Avg Close — Range —
Q4 2015
Shares 4,000 Value ($000) $173 Avg Close — Range —
Q3 2015
Shares 4,000 Value ($000) $174 Avg Close — Range —
Q2 2015
Shares 4,449 Value ($000) $185 Avg Close — Range —
Q1 2015
Shares 4,000 Value ($000) $178 Avg Close — Range —
Q3 2014
Shares 8,240 Value ($000) $347 Avg Close — Range —
Q2 2014
Shares 11,328 Value ($000) $502 Avg Close — Range —
Q1 2014
Shares 5,290 Value ($000) $219 Avg Close — Range —
Q4 2013
Shares 4,707 Value ($000) $179 Avg Close — Range —
Q3 2013
Shares 9,342 Value ($000) $349 Avg Close — Range —
Q2 2013
Shares 9,367 Value ($000) $352 Avg Close — Range —