Legacy Financial Group LLC SDY Holdings History
Legacy Financial Group LLC's SPDR Dividend ETF Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 286,592.00 shares of SPDR Dividend ETF(SDY), totaling $38.90 Mil. This investment constitutes 5.43% of their stock portfolio, and Legacy Financial Group LLC now holds 0.2% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2020Q4. And since then Legacy Financial Group LLC has made 13 purchases of SDY, at an average price of $118.80, for a total of 948,244.00 shares. In addition, there have been 6 sales at an average price of $121.26 for 661,652.00 shares. Based on historical transaction data and SDY's current price of $138.84, Legacy Financial Group LLC's estimated gain on his SDY holdings is $7.37 Mil, reflecting a 6.54% gain to date.
Legacy Financial Group LLC SDY ($138.84) Holding Chart
Legacy Financial Group LLC SDY ($138.84) 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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