Johnson & White Wealth Management, LLC SDY Holdings History
Johnson & White Wealth Management, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Johnson & White Wealth Management, LLC held 33,969.00 shares of SPDR Dividend ETF(SDY), totaling $4.61 Mil. This investment constitutes 2.59% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.02% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 3 purchases of SDY, at an average price of $124.95, for a total of 59,275.00 shares. In addition, there have been 7 sales at an average price of $131.70 for 25,306.00 shares. Based on historical transaction data and SDY's current price of $138.48, Johnson & White Wealth Management, LLC's estimated gain on his SDY holdings is $630,373.97, reflecting a 8.51% gain to date.
Johnson & White Wealth Management, LLC SDY ($138.48) Holding Chart
Johnson & White Wealth Management, LLC SDY ($138.48) 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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