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

Evergreen Wealth Solutions’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
2026 Q1	$16.2M	Buy	24,864 +19,140	+334%	+$13M	1.14%	28
2025 Q4	$3.9M	Buy	+5,724	New	+$3.87M	0.54%	35
2022 Q4	–	Sell	-790	Closed	-$282K	–	101
2022 Q3	$282K	Buy	+790	New	+$314K	0.4%	74
2022 Q2	–	Sell	-788	Closed	-$356K	–	108
2022 Q1	$356K	Hold	788	–	–	0.35%	70
2021 Q4	$374K	Buy	+788	New	+$362K	0.34%	63

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 Wealth Solutions's SPY Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 334% in Q1 2026, buying an estimated $13M and bringing the position to 24,864 shares worth $16.2M. The position accounts for 1.14% of the portfolio, ranked #28.

Evergreen Wealth Solutions first reported a position in SPY in Q4 2021 and has held it in 5 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Evergreen Wealth Solutions held 24,864 shares of State Street SPDR S&P 500 ETF Trust worth $16.2M as of Q1 2026.
Evergreen Wealth Solutions bought 19,140 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $13M.
State Street SPDR S&P 500 ETF Trust made up 1.14% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #28 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 5 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.