Evermay Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Evermay Wealth Management’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	$53.6K	Hold	352	–	–	0.01%	349
2026 Q1	$51.4K	Hold	352	–	–	0.01%	321
2025 Q4	$49K	Buy	352 +26	+8%	+$3.62K	0.01%	324
2025 Q3	$45.7K	Hold	326	–	–	0.01%	330
2025 Q2	$44.2K	Hold	326	–	–	0.01%	330
2025 Q1	$44.2K	Hold	326	–	–	0.01%	338
2024 Q4	$43.1K	Hold	326	–	–	0.01%	332
2024 Q3	$46.3K	Hold	326	–	–	0.01%	345
2024 Q2	$41.5K	Hold	326	–	–	0.01%	362
2024 Q1	$42.8K	Hold	326	–	–	0.01%	365
2023 Q4	$40.7K	Hold	326	–	–	0.01%	345
2023 Q3	$37.5K	Hold	326	–	–	0.01%	326
2023 Q2	$40K	Hold	326	–	–	0.01%	327
2023 Q1	$40.3K	Hold	326	–	–	0.01%	319
2022 Q4	$40.8K	Hold	326	–	–	0.01%	311
2022 Q3	$36K	Hold	326	–	–	0.01%	304
2022 Q2	$39K	Buy	+326	New	+$40.6K	0.01%	294
2021 Q3	–	Sell	-100	Closed	-$12K	–	518
2021 Q2	$12K	Buy	+100	New	+$12.4K	﹤0.01%	399

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

Evermay Wealth Management's SDY Position: Q2 2026 in Review

Evermay Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 352 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #349.

Evermay Wealth Management first reported a position in SDY in Q2 2021 and has held it in 18 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Evermay Wealth Management held 352 shares of State Street SPDR S&P Dividend ETF worth $53.6K as of Q2 2026.
Evermay Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #349 holding.
Evermay Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and has held it in 18 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.