Spire Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Spire Wealth Management’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.2M	Sell	115,599 -6,009	-5%	-$158K	0.1%	187
2026 Q1	$2.99M	Buy	121,608 +6,371	+6%	+$163K	0.1%	188
2025 Q4	$2.9M	Sell	115,237 -6,538	-5%	-$160K	0.1%	182
2025 Q3	$2.98M	Buy	121,775 +8,575	+8%	+$207K	0.1%	174
2025 Q2	$2.73M	Buy	113,200 +5,173	+5%	+$118K	0.1%	176
2025 Q1	$2.51M	Buy	108,027 +27,069	+33%	+$648K	0.08%	236
2024 Q4	$1.95M	Buy	+80,958	New	+$2M	0.06%	247
2022 Q2	–	Sell	-3,873	Closed	-$112K	–	2706
2022 Q1	$112K	Sell	3,873 -14,420	-79%	-$399K	﹤0.01%	1123
2021 Q4	$545K	Buy	18,293 +12,010	+191%	+$346K	0.01%	670
2021 Q3	$172K	Buy	6,283 +433	+7%	+$12.1K	﹤0.01%	978
2021 Q2	$162K	Sell	5,850 -6,021	-51%	-$166K	﹤0.01%	1007
2021 Q1	$309K	Buy	+11,871	New	+$291K	0.01%	846

Other funds holding EVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

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

Spire Wealth Management reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 4.9% in Q2 2026, selling an estimated $158K and leaving 115,599 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #187.

Spire Wealth Management first reported a position in EVT in Q1 2021 and has held it in 12 quarters since. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Spire Wealth Management held 115,599 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $3.2M as of Q2 2026.
Spire Wealth Management sold 6,009 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $158K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #187 holding.
Spire Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and has held it in 12 quarters since.
24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

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