Number of Shares
279,737.00
Current Holdings Value*
$37.97 Mil
% of Portfolio
7.66%
Total Estimate Gain
$9.66 Mil
% of Total Estimate Gain
18.68%

MARINO, STRAM & ASSOCIATES LLC's SPDR Dividend ETF Holding Summary

As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 279,737.00 shares of SPDR Dividend ETF(SDY), totaling $37.97 Mil. This investment constitutes 7.66% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0.19% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2018Q2. And since then MARINO, STRAM & ASSOCIATES LLC has made 24 purchases of SDY, at an average price of $111.49, for a total of 463,910.00 shares. In addition, there have been 5 sales at an average price of $122.73 for 184,173.00 shares. Based on historical transaction data and SDY's current price of $138.62, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his SDY holdings is $9.66 Mil, reflecting a 18.68% gain to date.

MARINO, STRAM & ASSOCIATES LLC SDY ($138.62) Holding Chart

MARINO, STRAM & ASSOCIATES 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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