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

Evergreen Private Wealth’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
2025 Q4	–	Sell	-68	Closed	-$45.3K	–	207
2025 Q3	$45.3K	Hold	68	–	–	0.02%	114
2025 Q2	$42K	Hold	68	–	–	0.02%	116
2025 Q1	$38K	Hold	68	–	–	0.02%	121
2024 Q4	$39.9K	Hold	68	–	–	0.02%	123
2024 Q3	$39K	Hold	68	–	–	0.02%	124
2024 Q2	$37K	Hold	68	–	–	0.02%	127
2024 Q1	$35.6K	Hold	68	–	–	0.02%	127
2023 Q4	$32.3K	Buy	+68	New	+$30.3K	0.02%	124

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Evergreen Private Wealth's SPY Position: Q4 2025 in Review

Evergreen Private Wealth sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 68 shares — an estimated $45.3K sold.

Evergreen Private Wealth first reported a position in SPY in Q4 2023 and held it in 8 quarters. The position peaked at $45.3K in Q3 2025. 4,628 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Evergreen Private Wealth reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 68 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $45.3K.
Evergreen Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $45.3K in Q3 2025.
4,628 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.