Ownership history in Evercore Wealth Management, LLC · 68 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in SPDR S&P 500 ETF TR UNIT SER 1 S&P (SPY). 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 Q4 | ADDED | 116,548 | +653 | +0.6% | 1.16% | $79.5M | $680.06 |
| 2025 Q3 | ADDED | 115,895 | +369 | +0.3% | 1.13% | $77.2M | $662.41 |
| 2025 Q2 | ADDED | 115,526 | +103 | +0.1% | 1.11% | $71.4M | $612.65 |
| 2025 Q1 | REDUCED | 115,423 | -5,488 | -4.5% | 1.04% | $64.6M | $553.05 |
| 2024 Q4 | ADDED | 120,911 | +699 | +0.6% | 1.06% | $70.9M | $577.70 |
| 2024 Q3 | REDUCED | 120,212 | -1,313 | -1.1% | 1.03% | $69.0M | $563.66 |
| 2024 Q2 | REDUCED | 121,525 | -15,051 | -11.0% | 1.04% | $66.1M | $533.00 |
| 2024 Q1 | REDUCED | 136,576 | -10,459 | -7.1% | 1.12% | $71.4M | $510.64 |
| 2023 Q4 | ADDED | 147,035 | +13,826 | +10.4% | 1.17% | $69.9M | $462.58 |
| 2023 Q3 | REDUCED | 133,209 | -1,402 | -1.0% | 1.07% | $56.9M | $414.35 |
As of 2025 Q4 — sorted by position size