Destination Wealth Management SDY Holdings History
Destination Wealth Management's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 702,637.00 shares of SPDR Dividend ETF(SDY), totaling $95.33 Mil. This investment constitutes 3% of their stock portfolio, and Destination Wealth Management now holds 0.47% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q2. And since then Destination Wealth Management has made 14 purchases of SDY, at an average price of $94.47, for a total of 932,501.00 shares. In addition, there have been 13 sales at an average price of $118.07 for 229,864.00 shares. Based on historical transaction data and SDY's current price of $140.30, Destination Wealth Management's estimated gain on his SDY holdings is $37.62 Mil, reflecting a 42.71% gain to date.
Destination Wealth Management SDY ($140.30) Holding Chart
Destination Wealth Management SDY ($140.30) 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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