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Millstone Evans Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Millstone Evans Group’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 		$15.5K Hold
102
– – 0.01% 535
2026
Q1 		$14.9K Hold
102
– – 0.01% 519
2025
Q4 		$14.2K Hold
102
– – 0.01% 508
2025
Q3 		$14.3K Hold
102
– – 0.01% 493
2025
Q2 		$13.8K Hold
102
– – 0.01% 491
2025
Q1 		$13.8K Hold
102
– – 0.01% 489
2024
Q4 		$13.5K Buy
+102
New +$14.2K 0.01% 464

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Millstone Evans Group's SDY Position: Q2 2026 in Review

Millstone Evans Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 102 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #535.

Millstone Evans Group first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Millstone Evans Group held 102 shares of State Street SPDR S&P Dividend ETF worth $15.5K as of Q2 2026.
  • Millstone Evans Group 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 Millstone Evans Group's portfolio in Q2 2026, its #535 holding.
  • Millstone Evans Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.