Lewis Asset Management, LLC SDY Holdings History
Lewis Asset Management, LLC's SPDR Dividend ETF Holding Summary
As of 2025-06-30, Lewis Asset Management, LLC held 27,933.00 shares of SPDR Dividend ETF(SDY), totaling $3.79 Mil. This investment constitutes 1.78% of their stock portfolio, and Lewis Asset Management, LLC now holds 0.02% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2023Q4. And since then Lewis Asset Management, LLC has made 1 purchases of SDY, at an average price of $118.86, for a total of 32,458.00 shares. In addition, there have been 5 sales at an average price of $133.72 for 4,525.00 shares. Based on historical transaction data and SDY's current price of $138.62, Lewis Asset Management, LLC's estimated gain on his SDY holdings is $619,050.61, reflecting a 16.05% gain to date.
Lewis Asset Management, LLC SDY ($138.62) Holding Chart
Lewis Asset Management, LLC SDY ($138.62) 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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