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

Evolution 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	$71.5K	Buy	470 +66	+16%	+$9.83K	0.04%	260
2026 Q1	$59K	Hold	404	–	–	0.04%	245
2025 Q4	$56.2K	Hold	404	–	–	0.05%	231
2025 Q3	$56.6K	Hold	404	–	–	0.06%	193
2025 Q2	$54.8K	Buy	+404	New	+$53.6K	0.07%	172

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

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

Evolution Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 16% in Q2 2026, buying an estimated $9.83K and bringing the position to 470 shares worth $71.5K. The position accounts for 0.04% of the portfolio, ranked #260.

Evolution Wealth Management first reported a position in SDY in Q2 2025 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Evolution Wealth Management held 470 shares of State Street SPDR S&P Dividend ETF worth $71.5K as of Q2 2026.
Evolution Wealth Management bought 66 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $9.83K.
State Street SPDR S&P Dividend ETF made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #260 holding.
Evolution Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 5 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.