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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of SPY by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−122,209−100.0%Sold outHolders
Q1 2026122,209$79.7M1.5%−613−0.5%ReducedHolders
Q4 2025122,822$84.0M1.6%−31,592−20.5%ReducedHolders
Q3 2025154,414$103.1M2.1%+30,656+24.8%AddedHolders
Q2 2025123,758$76.7M1.8%+3,386+2.8%AddedHolders
Q1 2025120,372$67.5M1.8%−4,305−3.5%ReducedHolders
Q4 2024124,677$73.3M2.0%+229+0.2%AddedHolders
Q3 2024124,448$71.6M2.0%+124,448NewHolders
Q2 20240$00.0%−128,018−100.0%Sold outHolders
Q1 2024128,018$67.2M2.0%+128,018NewHolders
Q4 20230$00.0%−134,102−100.0%Sold outHolders
Q3 2023134,102$57.5M2.0%+11,713+9.6%AddedHolders
Q2 2023122,389$54.5M1.9%+6,433+5.5%AddedHolders
Q1 2023115,956$47.6M1.7%−4,719−3.9%ReducedHolders
Q4 2022120,675$46.4M1.7%−1,890−1.5%ReducedHolders
Q3 2022122,565$44.0M1.8%+506+0.4%AddedHolders
Q2 2022122,059$46.2M1.7%−1,615−1.3%ReducedHolders
Q1 2022123,674$56.0M1.8%00.0%UnchangedHolders
Q4 2021123,674$58.9M1.9%−4,860−3.8%ReducedHolders
Q3 2021128,534$55.3M2.1%+809+0.6%AddedHolders
Q2 2021127,725$54.9M2.1%+2,607+2.1%AddedHolders
Q1 2021125,118$49.7M2.2%––Holders

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