EVOKE WEALTH, LLC's ownership history for SPY

EVOKE WEALTH, LLC currently holds 122.8K shares with a market value of $84.0M. 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 decreased its shares by 936. In the recent year, EVOKE WEALTH, LLC has decreased its shares by 1.9K.

It has also owned 23 contracts of calls, with the market value of the underlying securities totaling $1.6M on 2025-09-30. At its peak, it held 23 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.6M on 2025-12-31. 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 11 contracts of puts, with the market value of the underlying securities totaling $750.1K 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 11 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $741.4K on 2025-06-30. In the recent 180 days, EVOKE WEALTH, LLC has decreased its holdings by 1 contracts.