SPY — SPDR S&P 500 ETF

Ownership history in EVOKE WEALTH, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in SPDR S&P 500 ETF (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.45% (2019 Q4)
Avg. % of fund
1.73%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,300 +1,200 +109.1% 0.03% $1.6M $681.92
2025 Q4 REDUCED 1,100 -121,722 -99.1% 0.01% $750K $681.92
2025 Q4 ADDED 122,822 +122,422 +30605.5% 1.57% $84.0M $681.92
2025 Q3 REDUCED 400 -1,800 -81.8% 0.01% $266K $664.22
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)

Other funds also holding SPY

As of 2025 Q4 — sorted by position size

North Horizon Holdings Inc. 100.0% TEXAS TREASURY SAFEKEEPING TRUST CO 3Y 7Y 95.55% HOWARD HUGHES MEDICAL INSTITUTE 3Y 7Y 92.85% Power Alpha Investment Ltd 92.14% RedJay Asset Management Inc. 91.78% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 91.62% Greenfield FTC, Inc. 3Y 90.72% DOW CHEMICAL CO /DE/ 3Y 7Y 83.86% CVS HEALTH Corp 3Y 77.55% Little Harbor Advisors, LLC 74.53%
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