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

Evoke Wealth’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	–	Sell	-6,579	Closed	-$960K	–	528
2026 Q1	$960K	Hold	6,579	–	–	0.02%	285
2025 Q4	$916K	Hold	6,579	–	–	0.02%	281
2025 Q3	$921K	Buy	6,579 +429	+7%	+$59.8K	0.02%	263
2025 Q2	$835K	Buy	6,150 +3,973	+182%	+$527K	0.02%	255
2025 Q1	$295K	Hold	2,177	–	–	0.01%	357
2024 Q4	$288K	Hold	2,177	–	–	0.01%	346
2024 Q3	$309K	Buy	+2,177	New	+$294K	0.01%	329
2023 Q4	–	Sell	-22,236	Closed	-$2.56M	–	303
2023 Q3	$2.56M	Buy	+22,236	New	+$2.71M	0.09%	101
2022 Q4	–	Sell	-3,385	Closed	-$377K	–	1000
2022 Q3	$377K	Hold	3,385	–	–	0.02%	240
2022 Q2	$402K	Hold	3,385	–	–	0.01%	244
2022 Q1	$434K	Hold	3,385	–	–	0.01%	247
2021 Q4	$437K	Hold	3,385	–	–	0.01%	255
2021 Q3	$397K	Hold	3,385	–	–	0.01%	253
2021 Q2	$414K	Hold	3,385	–	–	0.02%	260
2021 Q1	$400K	Hold	3,385	–	–	0.02%	238
2020 Q4	$359K	Hold	3,385	–	–	0.02%	180
2020 Q3	$313K	Hold	3,385	–	–	0.03%	172
2020 Q2	$309K	Hold	3,385	–	–	0.03%	148
2020 Q1	$270K	Buy	+3,385	New	+$334K	0.04%	150
2019 Q4	–	Sell	-3,785	Closed	-$388K	–	1435
2019 Q3	$388K	Buy	+3,785	New	+$382K	0.05%	167

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

Evoke Wealth's SDY Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 6,579 shares — an estimated $960K sold.

Evoke Wealth first reported a position in SDY in Q3 2019 and held it in 20 quarters. The position peaked at $2.56M in Q3 2023. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Evoke Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 6,579 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $960K.
Evoke Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and held it in 20 quarters.
Evoke Wealth's State Street SPDR S&P Dividend ETF position peaked at $2.56M in Q3 2023.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.