Number of Shares
145,461.00
Current Holdings Value*
$6.44 Mil
% of Portfolio
3.22%
Total Estimate Gain
$1.91 Mil
% of Total Estimate Gain
17.20%

Genesee Capital Advisors, LLC's SPDR Portfolio S&P 500 High Dividend ETF Holding Summary

As of 2025-03-31, Genesee Capital Advisors, LLC held 145,461.00 shares of SPDR Portfolio S&P 500 High Dividend ETF(SPYD), totaling $6.44 Mil. This investment constitutes 3.22% of their stock portfolio, and Genesee Capital Advisors, LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 500 High Dividend ETF(SPYD) stock.

The initial trade took place in 2020Q4. And since then Genesee Capital Advisors, LLC has made 11 purchases of SPYD, at an average price of $35.83, for a total of 310,437.00 shares. In addition, there have been 6 sales at an average price of $40.81 for 164,976.00 shares. Based on historical transaction data and SPYD's current price of $43.34, Genesee Capital Advisors, LLC's estimated gain on his SPYD holdings is $1.91 Mil, reflecting a 17.20% gain to date.

Genesee Capital Advisors, LLC SPYD ($43.34) Holding Chart

Genesee Capital Advisors, LLC SPYD ($43.34) 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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