Shulman DeMeo Asset Management LLC SDY Holdings History
Shulman DeMeo Asset Management LLC's SPDR Dividend ETF Holding Summary
As of 2025-06-30, Shulman DeMeo Asset Management LLC held 43,896.00 shares of SPDR Dividend ETF(SDY), totaling $5.96 Mil. This investment constitutes 1.48% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0.03% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q4. And since then Shulman DeMeo Asset Management LLC has made 8 purchases of SDY, at an average price of $108.85, for a total of 114,346.00 shares. In addition, there have been 18 sales at an average price of $121.54 for 70,450.00 shares. Based on historical transaction data and SDY's current price of $139.92, Shulman DeMeo Asset Management LLC's estimated gain on his SDY holdings is $2.26 Mil, reflecting a 18.15% gain to date.
Shulman DeMeo Asset Management LLC SDY ($139.92) Holding Chart
Shulman DeMeo Asset Management LLC SDY ($139.92) 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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