CRA Financial Services, LLC SDY Holdings History
CRA Financial Services, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, CRA Financial Services, LLC held 103,399.00 shares of SPDR Dividend ETF(SDY), totaling $14.03 Mil. This investment constitutes 2.4% of their stock portfolio, and CRA Financial Services, LLC now holds 0.07% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q4. And since then CRA Financial Services, LLC has made 9 purchases of SDY, at an average price of $97.85, for a total of 134,900.00 shares. In addition, there have been 16 sales at an average price of $118.25 for 31,501.00 shares. Based on historical transaction data and SDY's current price of $138.79, CRA Financial Services, LLC's estimated gain on his SDY holdings is $4.88 Mil, reflecting a 36.94% gain to date.
CRA Financial Services, LLC SDY ($138.79) Holding Chart
CRA Financial Services, LLC SDY ($138.79) 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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