Evelyn Partners Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Evelyn Partners Asset Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$759K	Hold	5,204	–	–	0.19%	68
2025 Q4	$724K	Buy	5,204 +181	+4%	+$25.2K	0.17%	70
2025 Q3	$703K	Hold	5,023	–	–	0.16%	71
2025 Q2	$682K	Hold	5,023	–	–	0.17%	64
2025 Q1	$682K	Sell	5,023 -1,252	-20%	-$168K	0.19%	63
2024 Q4	$829K	Buy	+6,275	New	+$876K	0.22%	59

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evelyn Partners Asset Management's SDY Position: Q1 2026 in Review

Evelyn Partners Asset Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 5,204 shares worth $759K. The position accounts for 0.19% of the portfolio, ranked #68.

Evelyn Partners Asset Management first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $829K in Q4 2024. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Evelyn Partners Asset Management held 5,204 shares of State Street SPDR S&P Dividend ETF worth $759K as of Q1 2026.
Evelyn Partners Asset Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.19% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #68 holding.
Evelyn Partners Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's State Street SPDR S&P Dividend ETF position peaked at $829K in Q4 2024.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.