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 Q2	$17.2M	Sell	22,159 -2,705	-11%	-$1.96M	0.9%	27
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 $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Evergreen Wealth Solutions's SPY Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $1.96M and leaving 22,159 shares worth $17.2M. The position accounts for 0.9% of the portfolio, ranked #27.

Evergreen Wealth Solutions first reported a position in SPY in Q4 2021 and has held it in 6 quarters since. 4,650 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Evergreen Wealth Solutions held 22,159 shares of State Street SPDR S&P 500 ETF Trust worth $17.2M as of Q2 2026.
Evergreen Wealth Solutions sold 2,705 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.96M.
State Street SPDR S&P 500 ETF Trust made up 0.9% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #27 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 6 quarters since.
4,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.