Eaton Vance Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$26.6M Sell
74,507
-8,327
-10% -$3.31M 0.04% 384
2022
Q2
$31.2M Buy
82,834
+1,525
+2% +$625K 0.04% 364
2022
Q1
$36.7M Buy
81,309
+5,830
+8% +$2.6M 0.04% 372
2021
Q4
$35.8M Sell
75,479
-4,357
-5% -$2M 0.04% 362
2021
Q3
$28.1M Buy
79,836
+3,768
+5% +$1.66M 0.04% 371
2021
Q2
$32.6M Sell
76,068
-4,991
-6% -$2.08M 0.04% 362
2021
Q1
$32.1M Sell
81,059
-1,815
-2% -$700K 0.05% 346
2020
Q4
$31M Buy
82,874
+18,172
+28% +$6.45M 0.05% 340
2020
Q3
$21.7M Sell
64,702
-3,219
-5% -$1.07M 0.04% 347
2020
Q2
$20.9M Sell
67,921
-28,585
-30% -$8.37M 0.04% 330
2020
Q1
$24.9M Buy
96,506
+20,010
+26% +$6.1M 0.06% 261
2019
Q4
$24.6M Sell
76,496
-2,323
-3% -$715K 0.05% 300
2019
Q3
$23.4M Sell
78,819
-102,879
-57% -$30.4M 0.05% 287
2019
Q2
$53.2M Buy
181,698
+110,041
+154% +$31.7M 0.12% 177
2019
Q1
$20.2M Sell
71,657
-1,690
-2% -$459K 0.05% 287
2018
Q4
$18.3M Buy
73,347
+6,963
+10% +$1.88M 0.05% 268
2018
Q3
$19.3M Buy
66,384
+2,057
+3% +$586K 0.04% 289
2018
Q2
$17.5M Sell
64,327
-67,967
-51% -$18.4M 0.04% 295
2018
Q1
$34.8M Buy
132,294
+67,046
+103% +$18.3M 0.04% 296
2017
Q4
$17.4M Sell
65,248
-696
-1% -$181K 0.04% 299
2017
Q3
$16.6M Buy
65,944
+6,687
+11% +$1.65M 0.04% 288
2017
Q2
$14.3M Sell
59,257
-6,082
-9% -$1.46M 0.04% 309
2017
Q1
$15.4M Buy
65,339
+16,600
+34% +$3.86M 0.04% 279
2016
Q4
$10.9M Buy
48,739
+1,045
+2% +$228K 0.03% 297
2016
Q3
$10.3M Sell
47,694
-196,022
-80% -$42.4M 0.03% 298
2016
Q2
$51.1M Buy
243,716
+187,713
+335% +$38.9M 0.15% 139
2016
Q1
$11.5M Buy
56,003
+4,283
+8% +$836K 0.04% 300
2015
Q4
$10.5M Sell
51,720
-675
-1% -$139K 0.03% 311
2015
Q3
$10M Buy
52,395
+19,683
+60% +$3.99M 0.03% 314
2015
Q2
$6.73M Buy
32,712
+7,283
+29% +$1.53M 0.02% 360
2015
Q1
$5.25M Buy
25,429
+3,033
+14% +$626K 0.02% 399
2014
Q4
$4.6M Buy
22,396
+3,848
+21% +$774K 0.01% 410
2014
Q3
$3.65M Sell
18,548
-430
-2% -$85K 0.01% 444
2014
Q2
$3.71M Buy
18,978
+5,182
+38% +$985K 0.01% 444
2014
Q1
$2.58M Buy
13,796
+4
+0% +$734 0.01% 486
2013
Q4
$2.55M Buy
13,792
+841
+6% +$149K 0.01% 489
2013
Q3
$2.18M Sell
12,951
-323
-2% -$54.1K 0.01% 487
2013
Q2
$2.13M Buy
+13,274
New +$2.14M 0.01% 481

Other funds holding SPY

Eaton Vance Management's SPY Position: Q3 2022 in Review

Eaton Vance Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q3 2022, selling an estimated $3.31M and leaving 74,507 shares worth $26.6M. The position accounts for 0.04% of the portfolio, ranked #384.

Eaton Vance Management first reported a position in SPY in Q2 2013 and has held it in 38 quarters since. The position peaked at $53.2M in Q2 2019. 3,047 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

  • Eaton Vance Management held 74,507 shares of State Street SPDR S&P 500 ETF Trust worth $26.6M as of Q3 2022.
  • Eaton Vance Management sold 8,327 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $3.31M.
  • State Street SPDR S&P 500 ETF Trust made up 0.04% of Eaton Vance Management's portfolio in Q3 2022, its #384 holding.
  • Eaton Vance Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 38 quarters since.
  • Eaton Vance Management's State Street SPDR S&P 500 ETF Trust position peaked at $53.2M in Q2 2019.
  • 3,047 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.