Evergreen Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $4.09M | Sell |
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|
2024
Q2 | $3.94M | Sell |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.65M | Sell |
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $3.41M | Sell |
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|
2022
Q4 | $3.59M | Sell |
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|
2022
Q3 | $26.7M | Sell |
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|
2022
Q2 | $28.5M | Sell |
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|
2022
Q1 | $34.4M | Buy |
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|
2021
Q4 | $35.4M | Sell |
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|
2021
Q3 | $32.7M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $30.4M | Buy |
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|
2020
Q4 | $28.5M | Sell |
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|
2020
Q3 | $40.5M | Sell |
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|
2020
Q2 | $37.6M | Buy |
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|
2020
Q1 | $30.3M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $232K | Hold |
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|
2018
Q4 | $205K | Buy |
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