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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.9M	Buy
2022 Q4	–	Sell
2022 Q3	$282K	Buy
2022 Q2	–	Sell
2022 Q1	$356K	Hold
2021 Q4	$374K	Buy