Evergreen Capital Management’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
Q3 | $21.9M | Buy |
|
|||||
|
2025
Q2 | $19.9M | Buy |
|
|||||
|
2025
Q1 | $17.1M | Buy |
|
|||||
|
2024
Q4 | $17.5M | Sell |
|
|||||
|
2024
Q3 | $17.5M | Sell |
|
|||||
|
2024
Q2 | $17.2M | Buy |
|
|||||
|
2024
Q1 | $16M | Sell |
|
|||||
|
2023
Q4 | $15M | Buy |
|
|||||
|
2023
Q3 | $13.1M | Buy |
|
|||||
|
2023
Q2 | $13.6M | Buy |
|
|||||
|
2023
Q1 | $12M | Sell |
|
|||||
|
2022
Q4 | $12.9M | Buy |
|
|||||
|
2022
Q3 | $11.7M | Buy |
|
|||||
|
2022
Q2 | $12.2M | Sell |
|
|||||
|
2022
Q1 | $18.1M | Buy |
|
|||||
|
2021
Q4 | $16.8M | Buy |
|
|||||
|
2021
Q3 | $14M | Sell |
|
|||||
|
2021
Q2 | $14.3M | Buy |
|
|||||
|
2021
Q1 | $12.6M | Sell |
|
|||||
|
2020
Q4 | $12.7M | Sell |
|
|||||
|
2020
Q3 | $11.8M | Sell |
|
|||||
|
2020
Q2 | $10.9M | Buy |
|
|||||
|
2020
Q1 | $9.09M | Buy |
|
|||||
|
2019
Q4 | $9.01M | Sell |
|
|||||
|
2019
Q3 | $8.74M | Sell |
|
|||||
|
2019
Q2 | $8.83M | Buy |
|
|||||
|
2019
Q1 | $8.11M | Sell |
|
|||||
|
2018
Q4 | $7.26M | Buy |
|
|||||
|
2018
Q3 | $8.42M | Buy |
|
|||||
|
2018
Q2 | $7.2M | Buy |
|
|||||
|
2018
Q1 | $6.69M | Buy |
|
|||||
|
2017
Q4 | $5M | Buy |
|
|||||
|
2017
Q3 | $4.49M | Buy |
|
|||||
|
2017
Q2 | $2.23M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $1.16M | Buy |
|
|||||
|
2016
Q3 | $932K | Buy |
|
|||||
|
2016
Q2 | $479K | Buy |
|