Ownership history in Evolution Wealth Advisors, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in SPDR S&P 500 ETF TR (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 | 264,460 | +3,655 | +1.4% | 18.18% | $180.3M | $681.92 |
| 2025 Q3 | ADDED | 260,805 | +2,959 | +1.1% | 23.33% | $173.7M | $664.22 |
| 2025 Q2 | ADDED | 257,846 | +5,497 | +2.2% | 23.32% | $159.3M | $614.33 |
| 2025 Q1 | ADDED | 252,349 | +4,237 | +1.7% | 23.57% | $141.2M | $554.56 |
| 2024 Q4 | ADDED | 248,112 | +7,139 | +3.0% | 24.33% | $145.4M | $579.28 |
| 2024 Q3 | ADDED | 240,973 | +239,673 | +18436.4% | 24.84% | $138.3M | $565.20 |
| 2024 Q3 | REDUCED | 1,300 | -202,135 | -99.4% | 0.13% | $746K | $565.20 |
| 2024 Q2 | REDUCED | 203,435 | -39,788 | -16.4% | 21.57% | $110.7M | $534.46 |
| 2024 Q1 | ADDED | 243,223 | +81,708 | +50.6% | 24.37% | $127.2M | $512.04 |
| 2023 Q4 | ADDED | 161,515 | +4,015 | +2.5% | 15.44% | $76.8M | $463.84 |
As of 2025 Q4 — sorted by position size