EverSource Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

EverSource Wealth Advisors’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	$1.61M	Sell	10,586 -386	-4%	-$57.5K	0.05%	255
2026 Q1	$1.6M	Buy	10,972 +12	+0.1%	+$1.79K	0.05%	261
2025 Q4	$1.53M	Sell	10,960 -568	-5%	-$79K	0.06%	246
2025 Q3	$1.61M	Sell	11,528 -911	-7%	-$127K	0.06%	207
2025 Q2	$1.69M	Sell	12,439 -341	-3%	-$45.2K	0.08%	184
2025 Q1	$1.73M	Sell	12,780 -3,194	-20%	-$430K	0.1%	170
2024 Q4	$2.11M	Sell	15,974 -12,475	-44%	-$1.74M	0.12%	140
2024 Q3	$4.04M	Buy	28,449 +8	+0%	+$1.08K	0.26%	82
2024 Q2	$3.83M	Buy	28,441 +1,257	+5%	+$162K	0.25%	86
2024 Q1	$3.46M	Buy	27,184 +1,900	+8%	+$238K	0.27%	84
2023 Q4	$3.16M	Sell	25,284 -2,292	-8%	-$269K	0.29%	81
2023 Q3	$3.17M	Sell	27,576 -2,263	-8%	-$276K	0.34%	74
2023 Q2	$3.66M	Buy	29,839 +539	+2%	+$65.8K	0.4%	67
2023 Q1	$3.62M	Buy	29,300 +1,433	+5%	+$180K	0.45%	59
2022 Q4	$3.49M	Sell	27,867 -258	-0.9%	-$31.9K	0.53%	48
2022 Q3	$3.14M	Buy	28,125 +1,283	+5%	+$158K	0.72%	28
2022 Q2	$3.19M	Buy	26,842 +5,568	+26%	+$694K	0.82%	25
2022 Q1	$2.73M	Buy	21,274 +2,331	+12%	+$295K	0.69%	30
2021 Q4	$2.45M	Buy	+18,943	New	+$2.36M	0.68%	26

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

EverSource Wealth Advisors's SDY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.5% in Q2 2026, selling an estimated $57.5K and leaving 10,586 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #255.

EverSource Wealth Advisors first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.04M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

EverSource Wealth Advisors held 10,586 shares of State Street SPDR S&P Dividend ETF worth $1.61M as of Q2 2026.
EverSource Wealth Advisors sold 386 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $57.5K.
State Street SPDR S&P Dividend ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #255 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $4.04M in Q3 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.