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Criterion Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Criterion Capital Advisors’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 		$110K Hold
861
– – 0.07% 92
2024
Q3 		$110K Hold
861
– – 0.07% 92
2024
Q2 		$110K Hold
861
– – 0.07% 92
2024
Q1 		$113K Hold
861
– – 0.08% 89
2023
Q4 		$108K Buy
+861
New +$101K 0.08% 93

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

Criterion Capital Advisors's SDY Position: Q4 2024 in Review

Criterion Capital Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2024 at 861 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #92.

Criterion Capital Advisors first reported a position in SDY in Q4 2023 and has held it in 5 quarters since. The position peaked at $113K in Q1 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Criterion Capital Advisors held 861 shares of State Street SPDR S&P Dividend ETF worth $110K as of Q4 2024.
  • Criterion Capital Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Criterion Capital Advisors's portfolio in Q4 2024, its #92 holding.
  • Criterion Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $113K in Q1 2024.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.