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Carmel Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Carmel Capital Partners’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
2024
Q4 		– Sell
-1,866
Closed -$265K – 167
2024
Q3 		$265K Buy
+1,866
New +$252K 0.1% 141
2023
Q4 		– Sell
-92
Closed -$10.6K – 587
2023
Q3 		$10.6K Hold
92
– – ﹤0.01% 442
2023
Q2 		$11.3K Hold
92
– – 0.01% 279
2023
Q1 		$11.4K Buy
+92
New +$11.6K 0.01% 320

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmel Capital Partners's SDY Position: Q4 2024 in Review

Carmel Capital Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,866 shares — an estimated $265K sold.

Carmel Capital Partners first reported a position in SDY in Q1 2023 and held it in 4 quarters. The position peaked at $265K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Carmel Capital Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 1,866 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $265K.
  • Carmel Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and held it in 4 quarters.
  • Carmel Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $265K in Q3 2024.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.