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Crestwood Advisors Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Crestwood Advisors 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
2024
Q4 		– Sell
-1,593
Closed -$226K – 477
2024
Q3 		$226K Sell
1,593
-418
-21% -$56.5K ﹤0.01% 411
2024
Q2 		$256K Sell
2,011
-251
-11% -$32.3K 0.01% 381
2024
Q1 		$297K Buy
+2,262
New +$284K 0.01% 359
2019
Q4 		– Sell
-2,185
Closed -$224K – 262
2019
Q3 		$224K Sell
2,185
-80
-4% -$8.07K 0.01% 227
2019
Q2 		$228K Hold
2,265
– – 0.01% 217
2019
Q1 		$225K Sell
2,265
-110
-5% -$10.6K 0.02% 154
2018
Q4 		$213K Sell
2,375
-325
-12% -$30.6K 0.02% 147
2018
Q3 		$264K Sell
2,700
-100
-4% -$9.69K 0.02% 144
2018
Q2 		$269K Sell
2,800
-390
-12% -$35.9K 0.02% 141
2018
Q1 		$291K Sell
3,190
-590
-16% -$55.1K 0.02% 134
2017
Q4 		$357K Sell
3,780
-100
-3% -$9.37K 0.03% 132
2017
Q3 		$354K Hold
3,880
– – 0.03% 119
2017
Q2 		$348K Buy
3,880
+2,500
+181% +$222K 0.03% 115
2017
Q1 		$122K Sell
1,380
-1,400
-50% -$122K 0.01% 176
2016
Q4 		$238K Sell
2,780
-310
-10% -$26K 0.02% 139
2016
Q3 		$261K Sell
3,090
-1,067
-26% -$91K 0.03% 111
2016
Q2 		$349K Sell
4,157
-380
-8% -$30.9K 0.04% 99
2016
Q1 		$363K Sell
4,537
-2,385
-34% -$177K 0.04% 101
2015
Q4 		$509K Sell
6,922
-2,787
-29% -$212K 0.06% 94
2015
Q3 		$701K Buy
9,709
+1,272
+15% +$95.8K 0.09% 76
2015
Q2 		$643K Buy
8,437
+700
+9% +$54.9K 0.09% 79
2015
Q1 		$605K Buy
7,737
+720
+10% +$56.5K 0.09% 75
2014
Q4 		$553K Buy
7,017
+140
+2% +$10.9K 0.08% 71
2014
Q3 		$515K Buy
6,877
+727
+12% +$55.2K 0.08% 72
2014
Q2 		$471K Buy
6,150
+415
+7% +$31.1K 0.08% 76
2014
Q1 		$422K Buy
+5,735
New +$413K 0.07% 81

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crestwood Advisors Group's SDY Position: Q4 2024 in Review

Crestwood Advisors Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,593 shares — an estimated $226K sold.

Crestwood Advisors Group first reported a position in SDY in Q1 2014 and held it in 26 quarters. The position peaked at $701K in Q3 2015. 1,194 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Crestwood Advisors Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,593 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $226K.
  • Crestwood Advisors Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and held it in 26 quarters.
  • Crestwood Advisors Group's State Street SPDR S&P Dividend ETF position peaked at $701K in Q3 2015.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Crestwood Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.