Skip to main content
Livermore
Livermore
ZHEN

Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Evolution Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
282,543
Value
$211.0M
% of portfolio
24.7%
Quarters held
22
Since Q1 2021
Holdings of SPY by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026282,543$211.0M24.7%+11,223+4.1%AddedHolders
Q1 2026271,320$176.5M18.0%+6,860+2.6%AddedHolders
Q4 2025264,460$180.3M18.2%+3,655+1.4%AddedHolders
Q3 2025260,805$173.7M23.4%+2,959+1.1%AddedHolders
Q2 2025257,846$159.3M23.3%+5,497+2.2%AddedHolders
Q1 2025252,349$141.2M23.6%+4,237+1.7%AddedHolders
Q4 2024248,112$145.4M24.3%+7,139+3.0%AddedHolders
Q3 2024240,973$138.3M24.9%+37,538+18.5%AddedHolders
Q2 2024203,435$110.7M21.6%−39,788−16.4%ReducedHolders
Q1 2024243,223$127.2M24.4%+81,708+50.6%AddedHolders
Q4 2023161,515$76.8M15.4%+4,015+2.5%AddedHolders
Q3 2023157,500$67.3M15.0%+3,856+2.5%AddedHolders
Q2 2023153,644$68.1M15.0%+27,226+21.5%AddedHolders
Q1 2023126,418$51.8M12.4%+17,381+15.9%AddedHolders
Q4 2022109,037$41.7M10.5%−17,463−13.8%ReducedHolders
Q3 2022126,500$45.2M12.4%+9,957+8.5%AddedHolders
Q2 2022116,543$44.0M11.1%+3,195+2.8%AddedHolders
Q1 2022113,348$51.2M10.5%−5,887−4.9%ReducedHolders
Q4 2021119,235$56.6M10.0%+9,012+8.2%AddedHolders
Q3 2021110,223$47.3M10.1%+9,174+9.1%AddedHolders
Q2 2021101,049$43.3M8.8%+6,238+6.6%AddedHolders
Q1 202194,811$37.6M8.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.