Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overview All 13F holders of MDY Full Q2 2026 holdings

Shares (Q2 2026): 15,125
Value: $10.6M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MDY by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,125	$10.6M	0.2%	−265−1.7%	Reduced	Holders
Q1 2026	15,390	$9.49M	0.1%	−170−1.1%	Reduced	Holders
Q4 2025	15,560	$9.39M	0.1%	−124−0.8%	Reduced	Holders
Q3 2025	15,684	$9.35M	0.1%	−150−0.9%	Reduced	Holders
Q2 2025	15,834	$8.97M	0.1%	−50.0%	Reduced	Holders
Q1 2025	15,839	$8.45M	0.1%	−794−4.8%	Reduced	Holders
Q4 2024	16,633	$9.47M	0.1%	+55+0.3%	Added	Holders
Q3 2024	16,578	$9.44M	0.1%	−148−0.9%	Reduced	Holders
Q2 2024	16,726	$8.95M	0.1%	−1,607−8.8%	Reduced	Holders
Q1 2024	18,333	$10.2M	0.2%	−1,717−8.6%	Reduced	Holders
Q4 2023	20,050	$10.2M	0.2%	−201−1.0%	Reduced	Holders
Q3 2023	20,251	$9.25M	0.2%	−245−1.2%	Reduced	Holders
Q2 2023	20,496	$9.82M	0.2%	−167−0.8%	Reduced	Holders
Q1 2023	20,663	$9.47M	0.2%	−75−0.4%	Reduced	Holders
Q4 2022	20,738	$9.18M	0.2%	+530+2.6%	Added	Holders
Q3 2022	20,208	$8.12M	0.2%	−75−0.4%	Reduced	Holders
Q2 2022	20,283	$8.39M	0.2%	−80−0.4%	Reduced	Holders
Q1 2022	20,363	$9.99M	0.2%	−130−0.6%	Reduced	Holders
Q4 2021	20,493	$10.6M	0.2%	−105−0.5%	Reduced	Holders
Q3 2021	20,598	$9.90M	0.2%	−329−1.6%	Reduced	Holders
Q2 2021	20,927	$10.3M	0.2%	+20.0%	Added	Holders
Q1 2021	20,925	$9.96M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.