SRH ADVISORS, LLC SDY Holdings History

Number of Shares
4,460.00
Current Holdings Value*
$605,130.00
% of Portfolio
0.19%
Total Estimate Gain
$414,289.20
% of Total Estimate Gain
48.54%

SRH ADVISORS, LLC's SPDR Dividend ETF Holding Summary

As of 2025-03-31, SRH ADVISORS, LLC held 4,460.00 shares of SPDR Dividend ETF(SDY), totaling $605,130.00. This investment constitutes 0.19% of their stock portfolio, and SRH ADVISORS, LLC now holds 0% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2018Q2. And since then SRH ADVISORS, LLC has made 1 purchases of SDY, at an average price of $92.08, for a total of 9,270.00 shares. In addition, there have been 5 sales at an average price of $135.35 for 4,810.00 shares. Based on historical transaction data and SDY's current price of $138.30, SRH ADVISORS, LLC's estimated gain on his SDY holdings is $414,289.20, reflecting a 48.54% gain to date.

SRH ADVISORS, LLC SDY ($138.30) Holding Chart

SRH ADVISORS, LLC SDY ($138.30) 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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