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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$308K	Buy
2024 Q3	–	Sell
2024 Q2	$221K	Sell
2024 Q1	$241K	Sell
2023 Q4	$243K	Buy
2023 Q1	–	Sell
2022 Q4	$235K	Sell
2022 Q3	$244K	Sell
2022 Q2	$578K	Buy
2022 Q1	$365K	Sell
2021 Q4	$513K	Buy