EWM
Evercore Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,267
| Closed | -$308K | – | 419 |
|
|
2025
Q1 | $308K | Sell |
2,267
-140
| -6% | -$19K | ﹤0.01% | 330 |
|
|
2024
Q4 | $318K | Hold |
2,407
| – | – | ﹤0.01% | 335 |
|
|
2024
Q3 | $342K | Buy |
2,407
+140
| +6% | +$19.9K | 0.01% | 321 |
|
|
2024
Q2 | $288K | Hold |
2,267
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $298K | Sell |
2,267
-450
| -17% | -$59.1K | ﹤0.01% | 340 |
|
|
2023
Q4 | $340K | Hold |
2,717
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $313K | Sell |
2,717
-813
| -23% | -$93.5K | 0.01% | 313 |
|
|
2023
Q2 | $433K | Buy |
3,530
+1,277
| +57% | +$157K | 0.01% | 294 |
|
|
2023
Q1 | $279K | Buy |
2,253
+63
| +3% | +$7.79K | 0.01% | 337 |
|
|
2022
Q4 | $274K | Hold |
2,190
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $244K | Hold |
2,190
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $260K | Hold |
2,190
| – | – | 0.01% | 340 |
|
|
2022
Q1 | $281K | Hold |
2,190
| – | – | 0.01% | 362 |
|
|
2021
Q4 | $283K | Hold |
2,190
| – | – | ﹤0.01% | 369 |
|
|
2021
Q3 | $257K | Buy |
+2,190
| New | +$257K | ﹤0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-6,943
| Closed | -$747K | – | 406 |
|
|
2019
Q4 | $747K | Buy |
6,943
+200
| +3% | +$21.5K | 0.02% | 236 |
|
|
2019
Q3 | $692K | Hold |
6,743
| – | – | 0.02% | 244 |
|
|
2019
Q2 | $680K | Buy |
6,743
+1,869
| +38% | +$188K | 0.02% | 244 |
|
|
2019
Q1 | $485K | Buy |
4,874
+256
| +6% | +$25.5K | 0.02% | 275 |
|
|
2018
Q4 | $413K | Hold |
4,618
| – | – | 0.02% | 268 |
|
|
2018
Q3 | $452K | Hold |
4,618
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $428K | Hold |
4,618
| – | – | 0.01% | 284 |
|
|
2018
Q1 | $421K | Sell |
4,618
-800
| -15% | -$72.9K | 0.02% | 264 |
|
|
2017
Q4 | $512K | Hold |
5,418
| – | – | 0.02% | 256 |
|
|
2017
Q3 | $495K | Hold |
5,418
| – | – | 0.02% | 250 |
|
|
2017
Q2 | $481K | Hold |
5,418
| – | – | 0.02% | 256 |
|
|
2017
Q1 | $478K | Sell |
5,418
-5,822
| -52% | -$514K | 0.02% | 265 |
|
|
2016
Q4 | $961K | Buy |
11,240
+18
| +0.2% | +$1.54K | 0.04% | 181 |
|
|
2016
Q3 | $946K | Buy |
11,222
+6,422
| +134% | +$541K | 0.04% | 180 |
|
|
2016
Q2 | $403K | Hold |
4,800
| – | – | 0.02% | 266 |
|
|
2016
Q1 | $384K | Sell |
4,800
-465
| -9% | -$37.2K | 0.02% | 273 |
|
|
2015
Q4 | $387K | Buy |
5,265
+465
| +10% | +$34.2K | 0.02% | 282 |
|
|
2015
Q3 | $347K | Sell |
4,800
-1,597
| -25% | -$115K | 0.02% | 309 |
|
|
2015
Q2 | $487K | Buy |
6,397
+1,597
| +33% | +$122K | 0.02% | 274 |
|
|
2015
Q1 | $375K | Buy |
+4,800
| New | +$375K | 0.02% | 318 |
|
|
2014
Q4 | – | Sell |
-4,800
| Closed | -$358K | – | 964 |
|
|
2014
Q3 | $358K | Hold |
4,800
| – | – | 0.02% | 312 |
|
|
2014
Q2 | $368K | Hold |
4,800
| – | – | 0.02% | 309 |
|
|
2014
Q1 | $354K | Hold |
4,800
| – | – | 0.02% | 302 |
|
|
2013
Q4 | $349K | Hold |
4,800
| – | – | 0.02% | 307 |
|
|
2013
Q3 | $331K | Hold |
4,800
| – | – | 0.02% | 334 |
|
|
2013
Q2 | $318K | Buy |
+4,800
| New | +$318K | 0.02% | 345 |
|