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

Evoke 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
2026 Q1	$79.7M	Sell	122,209 -613	-0.5%	-$417K	1.43%	19
2025 Q4	$84M	Sell	122,822 -31,592	-20%	-$21.4M	1.57%	18
2025 Q3	$103M	Buy	154,414 +30,656	+25%	+$19.7M	2.09%	13
2025 Q2	$76.7M	Buy	123,758 +3,386	+3%	+$1.94M	1.75%	15
2025 Q1	$67.5M	Sell	120,372 -4,305	-3%	-$2.53M	1.76%	15
2024 Q4	$73.3M	Buy	124,677 +229	+0.2%	+$135K	2.04%	13
2024 Q3	$71.6M	Buy	+124,448	New	+$68.8M	1.94%	14
2024 Q2	–	Sell	-128,018	Closed	-$67.2M	–	344
2024 Q1	$67.2M	Buy	+128,018	New	+$63.7M	1.99%	13
2023 Q4	–	Sell	-134,102	Closed	-$57.5M	–	311
2023 Q3	$57.5M	Buy	134,102 +11,713	+10%	+$5.21M	2.02%	11
2023 Q2	$54.5M	Buy	122,389 +6,433	+6%	+$2.7M	1.89%	13
2023 Q1	$47.6M	Sell	115,956 -4,719	-4%	-$1.88M	1.73%	14
2022 Q4	$46.4M	Sell	120,675 -1,890	-2%	-$726K	1.68%	14
2022 Q3	$44M	Buy	122,565 +506	+0.4%	+$201K	1.78%	12
2022 Q2	$46.2M	Sell	122,059 -1,615	-1%	-$662K	1.71%	11
2022 Q1	$56M	Hold	123,674	–	–	1.83%	11
2021 Q4	$58.9M	Sell	123,674 -4,860	-4%	-$2.23M	1.86%	11
2021 Q3	$55.3M	Buy	128,534 +809	+0.6%	+$357K	2.08%	11
2021 Q2	$54.9M	Buy	127,725 +2,607	+2%	+$1.09M	2.08%	11
2021 Q1	$49.7M	Buy	125,118 +29,740	+31%	+$11.5M	2.25%	11
2020 Q4	$35.8M	Buy	95,378 +1,972	+2%	+$700K	2.42%	10
2020 Q3	$31.4M	Buy	93,406 +694	+0.7%	+$230K	2.55%	9
2020 Q2	$28.7M	Buy	92,712 +26,530	+40%	+$7.77M	2.78%	8
2020 Q1	$17.2M	Sell	66,182 -17,759	-21%	-$5.42M	2.44%	8
2019 Q4	$27.1M	Buy	83,941 +4,574	+6%	+$1.41M	3.45%	4
2019 Q3	$23.7M	Buy	+79,367	New	+$23.5M	2.91%	8

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

Evoke Wealth's SPY Position: Q1 2026 in Review

Evoke Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.5% in Q1 2026, selling an estimated $417K and leaving 122,209 shares worth $79.7M. The position accounts for 1.43% of the portfolio, ranked #19.

Evoke Wealth first reported a position in SPY in Q3 2019 and has held it in 25 quarters since. The position peaked at $103M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Evoke Wealth held 122,209 shares of State Street SPDR S&P 500 ETF Trust worth $79.7M as of Q1 2026.
Evoke Wealth sold 613 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $417K.
State Street SPDR S&P 500 ETF Trust made up 1.43% of Evoke Wealth's portfolio in Q1 2026, its #19 holding.
Evoke Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 25 quarters since.
Evoke Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $103M in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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