Number of Shares
110,837.00
Current Holdings Value*
$15.04 Mil
% of Portfolio
7.12%
Total Estimate Gain
$3.74 Mil
% of Total Estimate Gain
27.94%

Hubbell Strickland Wealth Management, LLC's SPDR Dividend ETF Holding Summary

As of 2025-03-31, Hubbell Strickland Wealth Management, LLC held 110,837.00 shares of SPDR Dividend ETF(SDY), totaling $15.04 Mil. This investment constitutes 7.12% of their stock portfolio, and Hubbell Strickland Wealth Management, LLC now holds 0.07% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2019Q3. And since then Hubbell Strickland Wealth Management, LLC has made 11 purchases of SDY, at an average price of $105.34, for a total of 126,899.00 shares. In addition, there have been 10 sales at an average price of $106.41 for 16,062.00 shares. Based on historical transaction data and SDY's current price of $138.88, Hubbell Strickland Wealth Management, LLC's estimated gain on his SDY holdings is $3.74 Mil, reflecting a 27.94% gain to date.

Hubbell Strickland Wealth Management, LLC SDY ($138.88) Holding Chart

Hubbell Strickland Wealth Management, LLC SDY ($138.88) 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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