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

Evolution Wealth Management’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	$1.26M	Buy	1,683 +658	+64%	+$477K	0.74%	29
2026 Q1	$667K	Buy	1,025 +1	+0.1%	+$680	0.49%	39
2025 Q4	$698K	Buy	1,024 +472	+86%	+$319K	0.58%	34
2025 Q3	$368K	Sell	552 -856	-61%	-$549K	0.38%	52
2025 Q2	$870K	Buy	+1,408	New	+$805K	1.07%	21

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 Management's SPY Position: Q2 2026 in Review

Evolution Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 64% in Q2 2026, buying an estimated $477K and bringing the position to 1,683 shares worth $1.26M. The position accounts for 0.74% of the portfolio, ranked #29.

Evolution Wealth Management first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Evolution Wealth Management held 1,683 shares of State Street SPDR S&P 500 ETF Trust worth $1.26M as of Q2 2026.
Evolution Wealth Management bought 658 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $477K.
State Street SPDR S&P 500 ETF Trust made up 0.74% of Evolution Wealth Management's portfolio in Q2 2026, its #29 holding.
Evolution Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.