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Spdr S&p 500 Etf shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 5.7k 681.92
2022-09-30 $282k 790 356.96
2022-03-31 $356k 788 451.78
2021-12-31 $374k 788 474.62

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)

View all positions for Evergreen Wealth Solutions

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Jpmorgan Chase & Co
Belvedere Trading
BlackRock
Goldman Sachs Group
Old Mission Capital
Parallax Volatility Advisers
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Capstone Investment Advisors
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf