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 Q2	$211M	Buy	282,543 +11,223	+4%	+$8.14M	24.68%	1
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	$56.6M	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 $1.81T 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

Evolution Wealth Advisors's SPY Position: Q2 2026 in Review

Evolution Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.1% in Q2 2026, buying an estimated $8.14M and bringing the position to 282,543 shares worth $211M. The position accounts for 24.68% of the portfolio, ranked #1.

Evolution Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Evolution Wealth Advisors held 282,543 shares of State Street SPDR S&P 500 ETF Trust worth $211M as of Q2 2026.
Evolution Wealth Advisors bought 11,223 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $8.14M.
State Street SPDR S&P 500 ETF Trust made up 24.68% of Evolution Wealth Advisors's portfolio in Q2 2026, its #1 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 30 quarters since.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.