Number of Shares
2,161.00
Current Holdings Value*
$293,200.00
% of Portfolio
0.22%
Total Estimate Gain
$-84,862.30
% of Total Estimate Gain
-1.85%

Algorithmic Investment Models, LLC's SPDR Dividend ETF Holding Summary

As of 2025-03-31, Algorithmic Investment Models, LLC held 2,161.00 shares of SPDR Dividend ETF(SDY), totaling $293,200.00. This investment constitutes 0.22% of their stock portfolio, and Algorithmic Investment Models, LLC now holds 0% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2021Q3. And since then Algorithmic Investment Models, LLC has made 4 purchases of SDY, at an average price of $133.48, for a total of 34,305.00 shares. In addition, there have been 3 sales at an average price of $130.76 for 32,144.00 shares. Based on historical transaction data and SDY's current price of $134.59, Algorithmic Investment Models, LLC's estimated gain on his SDY holdings is $-84,862.30, reflecting a -1.85% gain to date.

Algorithmic Investment Models, LLC SDY ($134.59) Holding Chart

Algorithmic Investment Models, LLC SDY ($134.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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