Private Wealth Group, LLC SDY Holdings History
Private Wealth Group, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 48,101.00 shares of SPDR Dividend ETF(SDY), totaling $6.53 Mil. This investment constitutes 3.84% of their stock portfolio, and Private Wealth Group, LLC now holds 0.03% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2020Q4. And since then Private Wealth Group, LLC has made 10 purchases of SDY, at an average price of $121.40, for a total of 76,992.00 shares. In addition, there have been 8 sales at an average price of $120.95 for 28,891.00 shares. Based on historical transaction data and SDY's current price of $138.79, Private Wealth Group, LLC's estimated gain on his SDY holdings is $823,819.42, reflecting a 8.81% gain to date.
Private Wealth Group, LLC SDY ($138.79) Holding Chart
Private Wealth Group, LLC SDY ($138.79) 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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