Number of Shares
42,556.00
Current Holdings Value*
$6.04 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
32.15%

Carmichael Hill & Associates, Inc.'s SPDR Dividend ETF Holding Summary

As of 2024-09-30, Carmichael Hill & Associates, Inc. held 42,556.00 shares of SPDR Dividend ETF(SDY), totaling $6.04 Mil. This investment constitutes 2.14% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.03% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 15 purchases of SDY, at an average price of $102.31, for a total of 47,435.00 shares. In addition, there have been 11 sales at an average price of $102.10 for 4,879.00 shares. Based on historical transaction data and SDY's current price of $139.01, Carmichael Hill & Associates, Inc.'s estimated gain on his SDY holdings is $1.56 Mil, reflecting a 32.15% gain to date.

Carmichael Hill & Associates, Inc. SDY ($139.01) Holding Chart

Carmichael Hill & Associates, Inc. SDY ($139.01) 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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