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Spdr S&p 500 Etf shares owned by Evercore Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Evercore Wealth Management from 13F filings

Historical chart of Evercore Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $6.3M 40k 156.72
2012-09-30 $406M 2.8M 143.96
2012-03-31 $45M 281k 161.27
2011-12-31 $62M 496k 125.33
2011-09-30 $1.1M 9.9k 113.31
2011-06-30 $1.3M 9.9k 131.96
2011-03-31 $604k 4.6k 132.47
2010-12-31 $236k 1.9k 125.53