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

Evergreen Wealth Solutions’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 Q1	$297K	Buy	+6,527	New	+$300K	0.02%	334

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 6,527 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings.

497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Evergreen Wealth Solutions held 6,527 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $297K as of Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Evergreen Wealth Solutions position in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #334 holding.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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