Evercore Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Evercore Wealth Management’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Hold	5,969	–	–	﹤0.01%	343
2026 Q1	$272K	Hold	5,969	–	–	﹤0.01%	345
2025 Q4	$258K	Hold	5,969	–	–	﹤0.01%	360
2025 Q3	$263K	Hold	5,969	–	–	﹤0.01%	365
2025 Q2	$253K	Hold	5,969	–	–	﹤0.01%	359
2025 Q1	$264K	Hold	5,969	–	–	﹤0.01%	359
2024 Q4	$258K	Hold	5,969	–	–	﹤0.01%	362
2024 Q3	$272K	Hold	5,969	–	–	﹤0.01%	358
2024 Q2	$240K	Hold	5,969	–	–	﹤0.01%	366
2024 Q1	$243K	Sell	5,969 -2,849	-32%	-$111K	﹤0.01%	375
2023 Q4	$346K	Hold	8,818	–	–	0.01%	316
2023 Q3	$309K	Hold	8,818	–	–	0.01%	317
2023 Q2	$327K	Hold	8,818	–	–	0.01%	317
2023 Q1	$335K	Sell	8,818 -2,502	-22%	-$100K	0.01%	310
2022 Q4	$448K	Hold	11,320	–	–	0.01%	280
2022 Q3	$402K	Hold	11,320	–	–	0.01%	277
2022 Q2	$452K	Hold	11,320	–	–	0.01%	268
2022 Q1	$498K	Hold	11,320	–	–	0.01%	282
2021 Q4	$476K	Hold	11,320	–	–	0.01%	290
2021 Q3	$443K	Hold	11,320	–	–	0.01%	304
2021 Q2	$454K	Hold	11,320	–	–	0.01%	303
2021 Q1	$436K	Hold	11,320	–	–	0.01%	315
2020 Q4	$373K	Buy	+11,320	New	+$350K	0.01%	328

Other funds holding SPYD

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Evercore Wealth Management's SPYD Position: Q2 2026 in Review

Evercore Wealth Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 5,969 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Evercore Wealth Management first reported a position in SPYD in Q4 2020 and has held it in 23 quarters since. The position peaked at $498K in Q1 2022. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Evercore Wealth Management held 5,969 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $285K as of Q2 2026.
Evercore Wealth Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #343 holding.
Evercore Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Evercore Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $498K in Q1 2022.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.