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Fourpath Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fourpath Capital Management’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
-929
Closed -$132K – 668
2024
Q3 		$132K Buy
+929
New +$126K 0.02% 256

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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

Fourpath Capital Management's SDY Position: Q4 2024 in Review

Fourpath Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 929 shares — an estimated $132K sold.

Fourpath Capital Management first reported a position in SDY in Q3 2024 and held it in 1 quarter. The position peaked at $132K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Fourpath Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 929 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $132K.
  • Fourpath Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's State Street SPDR S&P Dividend ETF position peaked at $132K 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 Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.