Graves Light Lenhart Wealth, Inc. SDY Holdings History
Graves Light Lenhart Wealth, Inc.'s SPDR Dividend ETF Holding Summary
As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 189,852.00 shares of SPDR Dividend ETF(SDY), totaling $25.77 Mil. This investment constitutes 3.07% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.13% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q4. And since then Graves Light Lenhart Wealth, Inc. has made 18 purchases of SDY, at an average price of $96.66, for a total of 243,931.00 shares. In addition, there have been 8 sales at an average price of $133.44 for 54,079.00 shares. Based on historical transaction data and SDY's current price of $139.73, Graves Light Lenhart Wealth, Inc.'s estimated gain on his SDY holdings is $10.17 Mil, reflecting a 43.11% gain to date.
Graves Light Lenhart Wealth, Inc. SDY ($139.73) Holding Chart
Graves Light Lenhart Wealth, Inc. SDY ($139.73) 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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