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Evanson Financial, LLC

SEC CIK
0002140235
Latest filing
Jul 7, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Evanson Financial, 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)
21,122
Value
$15.8M
% of portfolio
0.8%
Quarters held
1
Since Q2 2026
Holdings of SPY by Evanson Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,122$15.8M0.8%–No prior filingHolders