Spdr S&p 500 Etf shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $139M | 242k | 573.74 |
| 2024-06-30 | $111M | 203k | 544.28 |
| 2024-03-31 | $127M | 243k | 523.07 |
| 2023-12-31 | $77M | 162k | 475.31 |
| 2023-09-30 | $67M | 158k | 427.48 |
| 2023-06-30 | $68M | 154k | 443.28 |
| 2023-03-31 | $52M | 126k | 409.39 |
| 2022-12-31 | $42M | 109k | 382.40 |
| 2022-09-30 | $45M | 127k | 357.18 |
| 2022-06-30 | $44M | 117k | 377.29 |
| 2022-03-31 | $51M | 113k | 451.77 |
| 2021-12-31 | $57M | 119k | 474.96 |
| 2021-09-30 | $47M | 110k | 429.14 |
| 2021-06-30 | $43M | 101k | 428.06 |
| 2021-03-31 | $38M | 95k | 396.34 |
| 2020-12-31 | $28M | 74k | 373.89 |
| 2020-09-30 | $27M | 81k | 334.89 |
| 2020-06-30 | $17M | 55k | 308.37 |
| 2020-03-31 | $17M | 66k | 257.75 |
| 2019-12-31 | $38M | 118k | 321.86 |
| 2019-06-30 | $37M | 128k | 293.00 |
| 2019-03-31 | $29M | 103k | 282.48 |
| 2018-12-31 | $25M | 99k | 249.92 |