Ownership history in Evercore Wealth Management, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in SPDR INDEX SHS FDS (FEZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 4,854 | — | 0% | 0.00% | $302K | $61.63 |
| 2025 Q2 | REDUCED | 4,854 | -376 | -7.2% | 0.00% | $290K | $59.19 |
| 2025 Q1 | UNCHANGED | 5,230 | — | 0% | 0.00% | $285K | $52.94 |
| 2024 Q4 | UNCHANGED | 5,230 | — | 0% | 0.00% | $252K | $46.72 |
| 2024 Q3 | UNCHANGED | 5,230 | — | 0% | 0.00% | $278K | $51.49 |
| 2024 Q2 | UNCHANGED | 5,230 | — | 0% | 0.00% | $262K | $48.31 |
| 2024 Q1 | UNCHANGED | 5,230 | — | 0% | 0.00% | $275K | $49.68 |
| 2023 Q4 | UNCHANGED | 5,230 | — | 0% | 0.00% | $250K | $45.11 |
| 2023 Q3 | UNCHANGED | 5,230 | — | 0% | 0.00% | $220K | $39.54 |
| 2023 Q2 | UNCHANGED | 5,230 | — | 0% | 0.00% | $240K | $43.16 |
As of 2025 Q4 — sorted by position size