SELECT SECTOR SPDR TR

CUSIP: 81369y704 Class: COM

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

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

Q4 2021
Shares 28,416 Value ($000) $3,006 Avg Close Range
Q3 2021
Shares 41,996 Value ($000) $4,109 Avg Close Range
Q2 2021
Shares 44,427 Value ($000) $4,550 Avg Close Range
Q1 2021
Shares 37,302 Value ($000) $3,672 Avg Close Range
Q4 2020
Shares 21,312 Value ($000) $1,887 Avg Close Range
Q3 2020
Shares 5,015 Value ($000) $386 Avg Close Range
Q2 2020
Shares 4,290 Value ($000) $295 Avg Close Range
Q1 2020
Shares 5,080 Value ($000) $300 Avg Close Range
Q2 2019
Shares 2,820 Value ($000) $218 Avg Close Range
Q1 2019
Shares 2,805 Value ($000) $210 Avg Close Range
Q4 2017
Shares 2,425 Value ($000) $183 Avg Close Range
Q3 2017
Shares 2,545 Value ($000) $181 Avg Close Range
Q2 2017
Shares 2,895 Value ($000) $197 Avg Close Range
Q1 2017
Shares 2,895 Value ($000) $188 Avg Close Range
Q4 2016
Shares 3,055 Value ($000) $190 Avg Close Range
Q3 2016
Shares 6,035 Value ($000) $352 Avg Close Range
Q2 2016
Shares 3,035 Value ($000) $170 Avg Close Range