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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evergreen Wealth Solutions's SDY Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its State Street SPDR S&P Dividend ETF (SDY) stake by 664% in Q1 2026, buying an estimated $2.19M and bringing the position to 16,931 shares worth $2.47M. The position accounts for 0.17% of the portfolio, ranked #99.

Evergreen Wealth Solutions first reported a position in SDY in Q4 2021 and has held it in 10 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Evergreen Wealth Solutions held 16,931 shares of State Street SPDR S&P Dividend ETF worth $2.47M as of Q1 2026.
Evergreen Wealth Solutions bought 14,715 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.19M.
State Street SPDR S&P Dividend ETF made up 0.17% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #99 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 10 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.