EVOKE WEALTH, LLC's ownership history for SPY

EVOKE WEALTH, LLC currently holds 154.4K shares with a market value of $103.1M. It started holding SPY on 2024-09-30. At its peak, it held 154.4K shares on 2025-09-30. Its highest holding value was $103.1M on 2025-09-30. At its lowest, it held 120.4K shares on 2025-03-31, with a value of $67.5M on 2025-03-31. In the recent 180 days, EVOKE WEALTH, LLC has increased its shares by 34.0K. In the recent year, EVOKE WEALTH, LLC has increased its shares by 30.0K.

It has also owned 4 contracts of calls, with the market value of the underlying securities totaling $266.5K on 2025-09-30. At its peak, it held 4 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $266.5K on 2025-09-30. At its lowest, it held 4 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $266.5K on 2025-09-30.

It has also owned 22 contracts of puts, with the market value of the underlying securities totaling $1.5M on 2025-06-30. At its peak, it held 22 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $1.5M on 2025-09-30. At its lowest, it held 12 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $741.4K on 2025-06-30.