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Kraematon Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kraematon Investment 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 		– Sell
-1,656
Closed -$211K – 89
2024
Q2 		$211K Sell
1,656
-92
-5% -$11.9K 0.21% 79
2024
Q1 		$229K Buy
1,748
+7
+0.4% +$878 0.23% 77
2023
Q4 		$218K Sell
1,741
-615
-26% -$72.2K 0.24% 77
2023
Q3 		$271K Buy
2,356
+8
+0.3% +$976 0.33% 66
2023
Q2 		$288K Sell
2,348
-6
-0.3% -$733 0.32% 67
2023
Q1 		$291K Buy
2,354
+7
+0.3% +$881 0.34% 67
2022
Q4 		$294K Sell
2,347
-116
-5% -$14.3K 0.32% 68
2022
Q3 		$275K Buy
2,463
+8
+0.3% +$985 0.35% 68
2022
Q2 		$291K Buy
2,455
+8
+0.3% +$998 0.34% 65
2022
Q1 		$314K Buy
2,447
+7
+0.3% +$885 0.3% 71
2021
Q4 		$315K Buy
+2,440
New +$304K 0.28% 76

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kraematon Investment Advisors's SDY Position: Q3 2024 in Review

Kraematon Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2024, closing a stake of 1,656 shares — an estimated $211K sold.

Kraematon Investment Advisors first reported a position in SDY in Q4 2021 and held it in 11 quarters. The position peaked at $315K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • Kraematon Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Kraematon Investment Advisors sold 1,656 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $211K.
  • Kraematon Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 11 quarters.
  • Kraematon Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $315K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Kraematon Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.