Number of Shares
11,178.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
0.54%
Total Estimate Gain
$3.42 Mil
% of Total Estimate Gain
18.19%

Cadent Capital Advisors, LLC's SPDR Dividend ETF Holding Summary

As of 2025-03-31, Cadent Capital Advisors, LLC held 11,178.00 shares of SPDR Dividend ETF(SDY), totaling $1.52 Mil. This investment constitutes 0.54% of their stock portfolio, and Cadent Capital Advisors, LLC now holds 0.01% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2020Q4. And since then Cadent Capital Advisors, LLC has made 7 purchases of SDY, at an average price of $106.50, for a total of 176,805.00 shares. In addition, there have been 10 sales at an average price of $125.05 for 165,627.00 shares. Based on historical transaction data and SDY's current price of $137.88, Cadent Capital Advisors, LLC's estimated gain on his SDY holdings is $3.42 Mil, reflecting a 18.19% gain to date.

Cadent Capital Advisors, LLC SDY ($137.88) Holding Chart

Cadent Capital Advisors, LLC SDY ($137.88) 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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