Capital Advisors, Ltd. LLC SDY Holdings History
Capital Advisors, Ltd. LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 145,941.00 shares of SPDR Dividend ETF(SDY), totaling $19.80 Mil. This investment constitutes 2.61% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.1% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q2. And since then Capital Advisors, Ltd. LLC has made 17 purchases of SDY, at an average price of $97.44, for a total of 182,264.00 shares. In addition, there have been 11 sales at an average price of $120.78 for 36,323.00 shares. Based on historical transaction data and SDY's current price of $138.79, Capital Advisors, Ltd. LLC's estimated gain on his SDY holdings is $6.88 Mil, reflecting a 38.75% gain to date.
Capital Advisors, Ltd. LLC SDY ($138.79) Holding Chart
Capital Advisors, Ltd. 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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