Evolution Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159M | Buy |
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|
2025
Q1 | $141M | Buy |
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|
2024
Q4 | $145M | Buy |
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|
2024
Q3 | $138M | Buy |
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|
2024
Q2 | $111M | Sell |
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|
2024
Q1 | $127M | Buy |
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|
2023
Q4 | $76.8M | Buy |
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|
2023
Q3 | $67.3M | Buy |
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|
2023
Q2 | $68.1M | Buy |
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|
2023
Q1 | $51.8M | Buy |
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|
2022
Q4 | $41.7M | Sell |
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|
2022
Q3 | $45.2M | Buy |
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|
2022
Q2 | $44M | Buy |
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|
2022
Q1 | $51.2M | Sell |
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|
2021
Q4 | $56.6K | Buy |
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|
2021
Q3 | $47.3M | Buy |
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|
2021
Q2 | $43.3M | Buy |
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|
2021
Q1 | $37.6M | Buy |
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|
2020
Q4 | $27.5M | Sell |
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|
2020
Q3 | $27.1M | Buy |
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|
2020
Q2 | $16.9M | Sell |
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|
2020
Q1 | $17M | Sell |
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|
2019
Q4 | $37.9M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $37.4M | Buy |
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|
2019
Q1 | $29M | Buy |
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|
2018
Q4 | $24.6M | Buy |
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