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

Evelyn Partners Investment Management Services’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 		– Sell
-200
Closed -$27.8K – 287
2025
Q4 		$27.8K Buy
+200
New +$27.8K ﹤0.01% 200

Other funds holding SDY

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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 $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 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 Services's SDY Position: Q1 2026 in Review

Evelyn Partners Investment Management Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 200 shares — an estimated $27.8K sold.

Evelyn Partners Investment Management Services first reported a position in SDY in Q4 2025 and held it in 1 quarter. The position peaked at $27.8K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Evelyn Partners Investment Management Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 200 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $27.8K.
  • Evelyn Partners Investment Management Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's State Street SPDR S&P Dividend ETF position peaked at $27.8K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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