Number of Shares
338,583.00
Current Holdings Value*
$27.04 Mil
% of Portfolio
12.36%
Total Estimate Gain
$17.00 Mil
% of Total Estimate Gain
52.06%

Stratford Consulting, LLC's SPDR Dividend ETF Holding Summary

As of 2020-03-31, Stratford Consulting, LLC held 338,583.00 shares of SPDR Dividend ETF(SDY), totaling $27.04 Mil. This investment constitutes 12.36% of their stock portfolio, and Stratford Consulting, LLC now holds 0.2% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2017Q3. And since then Stratford Consulting, LLC has made 6 purchases of SDY, at an average price of $89.90, for a total of 363,212.00 shares. In addition, there have been 3 sales at an average price of $100.70 for 24,629.00 shares. Based on historical transaction data and SDY's current price of $139.31, Stratford Consulting, LLC's estimated gain on his SDY holdings is $17.00 Mil, reflecting a 52.06% gain to date.

Stratford Consulting, LLC SDY ($139.31) Holding Chart

Stratford Consulting, LLC SDY ($139.31) 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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