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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

SPY holding history

SPDR S&P 500 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.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
116,201
Value
$86.8M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of SPY by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026116,201$86.8M1.2%+527+0.5%AddedHolders
Q1 2026115,674$75.2M1.2%−874−0.7%ReducedHolders
Q4 2025116,548$79.5M1.2%+653+0.6%AddedHolders
Q3 2025115,895$77.2M1.1%+369+0.3%AddedHolders
Q2 2025115,526$71.4M1.1%+103+0.1%AddedHolders
Q1 2025115,423$64.6M1.0%−5,488−4.5%ReducedHolders
Q4 2024120,911$70.9M1.1%+699+0.6%AddedHolders
Q3 2024120,212$69.0M1.0%−1,313−1.1%ReducedHolders
Q2 2024121,525$66.1M1.0%−15,051−11.0%ReducedHolders
Q1 2024136,576$71.4M1.1%−10,459−7.1%ReducedHolders
Q4 2023147,035$69.9M1.2%+13,826+10.4%AddedHolders
Q3 2023133,209$56.9M1.1%−1,402−1.0%ReducedHolders
Q2 2023134,611$59.7M1.1%−3,565−2.6%ReducedHolders
Q1 2023138,176$56.6M1.1%−2,228−1.6%ReducedHolders
Q4 2022140,404$53.7M1.1%+15,712+12.6%AddedHolders
Q3 2022124,692$44.5M1.0%−3,135−2.5%ReducedHolders
Q2 2022127,827$48.2M1.0%−4,065−3.1%ReducedHolders
Q1 2022131,892$59.6M1.1%−4,266−3.1%ReducedHolders
Q4 2021136,158$64.7M1.1%−3,884−2.8%ReducedHolders
Q3 2021140,042$60.1M1.1%−2,601−1.8%ReducedHolders
Q2 2021142,643$61.1M1.1%−9,756−6.4%ReducedHolders
Q1 2021152,399$60.4M1.2%––Holders

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