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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 122,822 | +121,722 | +11065.6% | 1.57% | $84.0M | $680.06 |
| 2025 Q4 | REDUCED | 1,100 | -1,200 | -52.2% | 0.01% | $750K | $680.06 |
| 2025 Q4 | REDUCED | 2,300 | -152,114 | -98.5% | 0.03% | $1.6M | $680.06 |
| 2025 Q3 | ADDED | 154,414 | +152,214 | +6918.8% | 2.09% | $103.1M | $662.41 |
| 2025 Q3 | ADDED | 2,200 | +1,800 | +450.0% | 0.03% | $1.5M | $662.41 |
| 2025 Q3 | REDUCED | 400 | -123,358 | -99.7% | 0.01% | $266K | $662.41 |
| 2025 Q2 | ADDED | 123,758 | +122,558 | +10213.2% | 1.75% | $76.7M | $612.65 |
| 2025 Q2 | REDUCED | 1,200 | -119,172 | -99.0% | 0.02% | $741K | $612.65 |
| 2025 Q1 | REDUCED | 120,372 | -4,305 | -3.5% | 1.76% | $67.5M | $553.05 |
| 2024 Q4 | ADDED | 124,677 | +229 | +0.2% | 2.04% | $73.3M | $577.70 |
As of 2025 Q4 — sorted by position size