LifeSteps Financial, Inc. SDY Holdings History
LifeSteps Financial, Inc.'s SPDR Dividend ETF Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 29,348.00 shares of SPDR Dividend ETF(SDY), totaling $3.98 Mil. This investment constitutes 2.74% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0.02% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 5 purchases of SDY, at an average price of $107.61, for a total of 53,669.00 shares. In addition, there have been 17 sales at an average price of $111.19 for 24,321.00 shares. Based on historical transaction data and SDY's current price of $139.63, LifeSteps Financial, Inc.'s estimated gain on his SDY holdings is $1.03 Mil, reflecting a 17.77% gain to date.
LifeSteps Financial, Inc. SDY ($139.63) Holding Chart
LifeSteps Financial, Inc. SDY ($139.63) 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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