Flaharty Asset Management, LLC SDY Holdings History
Flaharty Asset Management, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Flaharty Asset Management, LLC held 197,039.00 shares of SPDR Dividend ETF(SDY), totaling $26.73 Mil. This investment constitutes 3.86% of their stock portfolio, and Flaharty Asset Management, LLC now holds 0.13% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q2. And since then Flaharty Asset Management, LLC has made 16 purchases of SDY, at an average price of $104.60, for a total of 247,020.00 shares. In addition, there have been 12 sales at an average price of $105.22 for 49,981.00 shares. Based on historical transaction data and SDY's current price of $137.91, Flaharty Asset Management, LLC's estimated gain on his SDY holdings is $6.59 Mil, reflecting a 25.52% gain to date.
Flaharty Asset Management, LLC SDY ($137.91) Holding Chart
Flaharty Asset Management, LLC SDY ($137.91) 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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