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Spire Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Spire Wealth Management’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Hold
1,000
– – ﹤0.01% 1540
2026
Q1 		$13.8K Hold
1,000
– – ﹤0.01% 1530
2025
Q4 		$15.3K Hold
1,000
– – ﹤0.01% 1574
2025
Q3 		$15.9K Hold
1,000
– – ﹤0.01% 1600
2025
Q2 		$15.5K Hold
1,000
– – ﹤0.01% 1595
2025
Q1 		$14.3K Hold
1,000
– – ﹤0.01% 1721
2024
Q4 		$14.9K Hold
1,000
– – ﹤0.01% 1718
2024
Q3 		$14.7K Hold
1,000
– – ﹤0.01% 1532
2024
Q2 		$14.1K Sell
1,000
-258
-21% -$3.48K ﹤0.01% 1540
2024
Q1 		$16.8K Buy
1,258
+258
+26% +$3.29K ﹤0.01% 1567
2023
Q4 		$12.3K Hold
1,000
– – ﹤0.01% 1693
2023
Q3 		$11.5K Hold
1,000
– – ﹤0.01% 1688
2023
Q2 		$12.5K Hold
1,000
– – ﹤0.01% 1740
2023
Q1 		$11.7K Hold
1,000
– – ﹤0.01% 1790
2022
Q4 		$11K Hold
1,000
– – ﹤0.01% 1569
2022
Q3 		$11K Sell
1,000
-132,469
-99% -$1.64M ﹤0.01% 1533
2022
Q2 		$1.51M Buy
133,469
+85,611
+179% +$1.06M 0.06% 246
2022
Q1 		$669K Sell
47,858
-2,006
-4% -$28K 0.02% 490
2021
Q4 		$750K Buy
49,864
+2,006
+4% +$29.3K 0.02% 570
2021
Q3 		$668K Buy
47,858
+1,000
+2% +$14.3K 0.02% 514
2021
Q2 		$659K Sell
46,858
-2,261
-5% -$30.7K 0.02% 535
2021
Q1 		$627K Buy
+49,119
New +$614K 0.02% 593

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's ETY Position: Q2 2026 in Review

Spire Wealth Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 1,000 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Spire Wealth Management first reported a position in ETY in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.51M in Q2 2022. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Spire Wealth Management held 1,000 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $14.5K as of Q2 2026.
  • Spire Wealth Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1540 holding.
  • Spire Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.51M in Q2 2022.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.