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

Evolution Wealth Advisors’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	$176M	Buy	271,320 +6,860	+3%	+$4.66M	17.98%	2
2025 Q4	$180M	Buy	264,460 +3,655	+1%	+$2.47M	18.18%	2
2025 Q3	$174M	Buy	260,805 +2,959	+1%	+$1.9M	23.33%	1
2025 Q2	$159M	Buy	257,846 +5,497	+2%	+$3.14M	23.32%	1
2025 Q1	$141M	Buy	252,349 +4,237	+2%	+$2.49M	23.57%	1
2024 Q4	$145M	Buy	248,112 +7,139	+3%	+$4.21M	24.33%	1
2024 Q3	$138M	Buy	240,973 +37,538	+18%	+$20.8M	24.84%	1
2024 Q2	$111M	Sell	203,435 -39,788	-16%	-$20.8M	21.57%	1
2024 Q1	$127M	Buy	243,223 +81,708	+51%	+$40.7M	24.37%	1
2023 Q4	$76.8M	Buy	161,515 +4,015	+3%	+$1.79M	15.44%	1
2023 Q3	$67.3M	Buy	157,500 +3,856	+3%	+$1.72M	15.04%	1
2023 Q2	$68.1M	Buy	153,644 +27,226	+22%	+$11.4M	15.04%	1
2023 Q1	$51.8M	Buy	126,418 +17,381	+16%	+$6.93M	12.42%	1
2022 Q4	$41.7M	Sell	109,037 -17,463	-14%	-$6.71M	10.51%	1
2022 Q3	$45.2M	Buy	126,500 +9,957	+9%	+$3.95M	12.39%	1
2022 Q2	$44M	Buy	116,543 +3,195	+3%	+$1.31M	11.13%	1
2022 Q1	$51.2M	Sell	113,348 -5,887	-5%	-$2.62M	10.52%	2
2021 Q4	$56.6K	Buy	119,235 +9,012	+8%	+$4.14M	8.55%	3
2021 Q3	$47.3M	Buy	110,223 +9,174	+9%	+$4.05M	10.14%	1
2021 Q2	$43.3M	Buy	101,049 +6,238	+7%	+$2.6M	8.79%	1
2021 Q1	$37.6M	Buy	94,811 +21,259	+29%	+$8.2M	8.39%	1
2020 Q4	$27.5M	Sell	73,552 -7,438	-9%	-$2.64M	6.2%	2
2020 Q3	$27.1M	Buy	80,990 +26,214	+48%	+$8.69M	7.42%	2
2020 Q2	$16.9M	Sell	54,776 -11,241	-17%	-$3.29M	5.54%	4
2020 Q1	$17M	Sell	66,017 -51,652	-44%	-$15.8M	6.87%	3
2019 Q4	$37.9M	Buy	+117,669	New	+$36.2M	9.48%	3
2019 Q3	–	Sell	-127,582	Closed	-$37.4M	–	579
2019 Q2	$37.4M	Buy	127,582 +24,976	+24%	+$7.19M	16.16%	1
2019 Q1	$29M	Buy	102,606 +4,021	+4%	+$1.09M	13.33%	1
2018 Q4	$24.6M	Buy	+98,585	New	+$26.6M	11.24%	1

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

Evolution Wealth Advisors's SPY Position: Q1 2026 in Review

Evolution Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q1 2026, buying an estimated $4.66M and bringing the position to 271,320 shares worth $176M. The position accounts for 17.98% of the portfolio, ranked #2.

Evolution Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 29 quarters since. The position peaked at $180M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Evolution Wealth Advisors held 271,320 shares of State Street SPDR S&P 500 ETF Trust worth $176M as of Q1 2026.
Evolution Wealth Advisors bought 6,860 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.66M.
State Street SPDR S&P 500 ETF Trust made up 17.98% of Evolution Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 29 quarters since.
Evolution Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $180M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.