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

FinTrust 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 Q3	$122K	Hold	858	–	–	0.02%	390
2024 Q2	$109K	Buy	858 +77	+10%	+$9.92K	0.02%	387
2024 Q1	$102K	Buy	781 +401	+106%	+$50.3K	0.02%	383
2023 Q4	$47.5K	Sell	380 -89	-19%	-$10.4K	0.01%	508
2023 Q3	$53.9K	Buy	469 +363	+342%	+$44.3K	0.01%	440
2023 Q2	$13.3K	Hold	106	–	–	﹤0.01%	726
2023 Q1	$13.3K	Hold	106	–	–	﹤0.01%	723
2022 Q4	$13.3K	Hold	106	–	–	﹤0.01%	720
2022 Q3	$12K	Hold	106	–	–	﹤0.01%	832
2022 Q2	$13K	Hold	106	–	–	﹤0.01%	821
2022 Q1	$14K	Hold	106	–	–	﹤0.01%	845
2021 Q4	$14K	Hold	106	–	–	﹤0.01%	849
2021 Q3	$12K	Hold	106	–	–	﹤0.01%	879
2021 Q2	$13K	Hold	106	–	–	﹤0.01%	866
2021 Q1	$13K	Hold	106	–	–	﹤0.01%	835
2020 Q4	$11K	Sell	106 -75	-41%	-$7.59K	﹤0.01%	825
2020 Q3	$17K	Buy	181 +75	+71%	+$7.07K	﹤0.01%	693
2020 Q2	$10K	Hold	106	–	–	﹤0.01%	735
2020 Q1	$8K	Sell	106 -1,348	-93%	-$133K	﹤0.01%	797
2019 Q4	$156K	Hold	1,454	–	–	0.06%	253
2019 Q3	$149K	Hold	1,454	–	–	0.05%	278
2019 Q2	$147K	Sell	1,454 -524	-26%	-$52.4K	0.06%	240
2019 Q1	$197K	Hold	1,978	–	–	0.08%	190
2018 Q4	$177K	Buy	+1,978	New	+$187K	0.09%	188

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FinTrust Capital Advisors's SDY Position: Q3 2024 in Review

FinTrust Capital Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2024 at 858 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #390.

FinTrust Capital Advisors first reported a position in SDY in Q4 2018 and has held it in 24 quarters since. The position peaked at $197K in Q1 2019. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

FinTrust Capital Advisors held 858 shares of State Street SPDR S&P Dividend ETF worth $122K as of Q3 2024.
FinTrust Capital Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2024.
State Street SPDR S&P Dividend ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #390 holding.
FinTrust Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $197K in Q1 2019.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.