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 Q3	$3.16M	Sell	113,141 -2,458	-2%	-$69.6K	0.1%	192
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 $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Spire Wealth Management's EVT Position: Q3 2026 in Review

Spire Wealth Management reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 2.1% in Q3 2026, selling an estimated $69.6K and leaving 113,141 shares worth $3.16M. The position accounts for 0.1% of the portfolio, ranked #192.

Spire Wealth Management first reported a position in EVT in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.2M in Q2 2026. 50 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

Spire Wealth Management held 113,141 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $3.16M as of Q3 2026.
Spire Wealth Management sold 2,458 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $69.6K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.1% of Spire Wealth Management's portfolio in Q3 2026, its #192 holding.
Spire Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $3.2M in Q2 2026.
50 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.