Evergreen Wealth Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Evergreen Wealth Solutions’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 Q2	$2.85M	Buy	18,013 +1,082	+6%	+$161K	0.15%	106
2026 Q1	$2.47M	Buy	16,931 +14,715	+664%	+$2.19M	0.17%	99
2025 Q4	$308K	Buy	+2,216	New	+$308K	0.04%	167
2024 Q3	–	Sell	-1,735	Closed	-$221K	–	117
2024 Q2	$221K	Sell	1,735 -100	-5%	-$12.9K	0.16%	106
2024 Q1	$241K	Sell	1,835 -108	-6%	-$13.5K	0.18%	104
2023 Q4	$243K	Buy	+1,943	New	+$228K	0.21%	100
2023 Q1	–	Sell	-1,878	Closed	-$235K	–	107
2022 Q4	$235K	Sell	1,878 -312	-14%	-$38.5K	0.31%	82
2022 Q3	$244K	Sell	2,190 -2,680	-55%	-$330K	0.35%	81
2022 Q2	$578K	Buy	4,870 +2,020	+71%	+$252K	0.71%	46
2022 Q1	$365K	Sell	2,850 -1,123	-28%	-$142K	0.35%	67
2021 Q4	$513K	Buy	+3,973	New	+$494K	0.47%	48

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Evergreen Wealth Solutions's SDY Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its State Street SPDR S&P Dividend ETF (SDY) stake by 6.4% in Q2 2026, buying an estimated $161K and bringing the position to 18,013 shares worth $2.85M. The position accounts for 0.15% of the portfolio, ranked #106.

Evergreen Wealth Solutions first reported a position in SDY in Q4 2021 and has held it in 11 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Evergreen Wealth Solutions held 18,013 shares of State Street SPDR S&P Dividend ETF worth $2.85M as of Q2 2026.
Evergreen Wealth Solutions bought 1,082 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $161K.
State Street SPDR S&P Dividend ETF made up 0.15% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #106 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 11 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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