Evergreen Private Wealth’s 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 Q3	$45.3K	Hold
2025 Q2	$42K	Hold
2025 Q1	$38K	Hold
2024 Q4	$39.9K	Hold
2024 Q3	$39K	Hold
2024 Q2	$37K	Hold
2024 Q1	$35.6K	Hold
2023 Q4	$32.3K	Buy