Evercore Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Evercore Wealth Management, LLC

$6.2 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	N/A	-26,951 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	26,951 New	26,951 $818,000

Others Institutions Holding GWX

# of Institutions

237

Shares Held

14M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$45.9 Million
0.01% of portfolio
Envestnet Asset Management Inc

836K
Shares

$33.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

603K
Shares

$24.4 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

524K
Shares

$21.2 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

521K
Shares

$21.1 Million
0.04% of portfolio

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