Evelyn Partners Group Ltd’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Evelyn Partners Group Ltd’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	$887K	Buy	+5,816	New	+$866K	﹤0.01%	182

Other funds holding SDY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evelyn Partners Group Ltd's SDY Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 5,816 shares worth $887K. The stake represents ﹤0.01% of the portfolio and ranks #182 among its holdings.

863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Evelyn Partners Group Ltd held 5,816 shares of State Street SPDR S&P Dividend ETF worth $887K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #182 holding.
863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.