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

Evergreen Capital Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$198K	–	554
2021 Q1	$198K	Sell	500 -1,000	-67%	-$386K	0.01%	480
2020 Q4	$561K	Buy	+1,500	New	+$532K	0.03%	274

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evergreen Capital Management's SPY Position: Q1 2026 in Review

Evergreen Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, buying an estimated $322K and bringing the position to 42,996 shares worth $28M. The position accounts for 0.61% of the portfolio, ranked #29.

Evergreen Capital Management first reported a position in SPY in Q2 2016 and has held it in 39 quarters since. The position peaked at $29.1M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Evergreen Capital Management held 42,996 shares of State Street SPDR S&P 500 ETF Trust worth $28M as of Q1 2026.
Evergreen Capital Management bought 474 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $322K.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Evergreen Capital Management's portfolio in Q1 2026, its #29 holding.
Evergreen Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 39 quarters since.
Evergreen Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $29.1M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.