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 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 $1.37T 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

EverSource Wealth Advisors's SDY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.11% in Q1 2026, buying an estimated $1.79K and bringing the position to 10,972 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #261.

EverSource Wealth Advisors first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.04M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

EverSource Wealth Advisors held 10,972 shares of State Street SPDR S&P Dividend ETF worth $1.6M as of Q1 2026.
EverSource Wealth Advisors bought 12 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.79K.
State Street SPDR S&P Dividend ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #261 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $4.04M in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.