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Evelyn Partners Investment Management (Europe)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$10.5M Sell
71,922
-2,010
-3% -$299K 3.61% 10
2025
Q4 		$10.3M Sell
73,932
-1,753
-2% -$244K 3.34% 10
2025
Q3 		$10.6M Sell
75,685
-3,114
-4% -$434K 3.67% 9
2025
Q2 		$10.7M Sell
78,799
-4,197
-5% -$557K 3.84% 9
2025
Q1 		$11.3M Sell
82,996
-8,858
-10% -$1.19M 4.21% 8
2024
Q4 		$12.1M Buy
+91,854
New +$12.8M 4.41% 7

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s SDY Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.7% in Q1 2026, selling an estimated $299K and leaving 71,922 shares worth $10.5M. The position accounts for 3.61% of the portfolio, ranked #10.

Evelyn Partners Investment Management (Europe) first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.1M in Q4 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 71,922 shares of State Street SPDR S&P Dividend ETF worth $10.5M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 2,010 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $299K.
  • State Street SPDR S&P Dividend ETF made up 3.61% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #10 holding.
  • Evelyn Partners Investment Management (Europe) 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 Investment Management (Europe)'s State Street SPDR S&P Dividend ETF position peaked at $12.1M in Q4 2024.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.