SPDR S&P Dividend shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $308k | 2.2k | 139.13 |
| 2024-06-30 | $221k | 1.7k | 127.18 |
| 2024-03-31 | $241k | 1.8k | 131.24 |
| 2023-12-31 | $243k | 1.9k | 124.97 |
| 2022-12-31 | $235k | 1.9k | 125.13 |
| 2022-09-30 | $244k | 2.2k | 111.42 |
| 2022-06-30 | $578k | 4.9k | 118.69 |
| 2022-03-31 | $365k | 2.9k | 128.07 |
| 2021-12-31 | $513k | 4.0k | 129.12 |
More positions owned by Evergreen Wealth Solutions
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