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Criterion Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Criterion Capital Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.3M Hold
2,388
– – 0.82% 35
2024
Q3 		$1.3M Hold
2,388
– – 0.82% 35
2024
Q2 		$1.3M Buy
2,388
+983
+70% +$514K 0.82% 35
2024
Q1 		$735K Sell
1,405
-38
-3% -$18.9K 0.49% 45
2023
Q4 		$686K Buy
+1,443
New +$643K 0.5% 45

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Criterion Capital Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2024 at 2,388 shares worth $1.3M. The position accounts for 0.82% of the portfolio, ranked #35.

Criterion Capital Advisors first reported a position in SPY in Q4 2023 and has held it in 5 quarters since. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • Criterion Capital Advisors held 2,388 shares of State Street SPDR S&P 500 ETF Trust worth $1.3M as of Q4 2024.
  • Criterion Capital Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2024.
  • State Street SPDR S&P 500 ETF Trust made up 0.82% of Criterion Capital Advisors's portfolio in Q4 2024, its #35 holding.
  • Criterion Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 5 quarters since.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

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