Spdr S&p 500 Etf shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 68 | 666.18 |
| 2025-06-30 | $42k | 68 | 617.85 |
| 2025-03-31 | $38k | 68 | 559.40 |
| 2024-12-31 | $40k | 68 | 586.07 |
| 2024-09-30 | $39k | 68 | 573.76 |
| 2024-03-31 | $36k | 68 | 523.07 |
| 2023-12-31 | $32k | 68 | 475.31 |