Wealthspire Advisors, LLC's ownership history for SDY


Wealthspire Advisors, LLC currently holds 54.2K shares with a market value of $7.5M. It started holding SDY on 2024-09-30. At its peak, it held 59.7K shares on 2024-09-30. Its highest holding value was $8.5M on 2024-09-30. At its lowest, it held 53.4K shares on 2025-06-30, with a value of $7.2M on 2025-06-30. In the recent 180 days, Wealthspire Advisors, LLC has increased its shares by 815. In the recent year, Wealthspire Advisors, LLC has decreased its shares by 1.4K.


Wealthspire Advisors, LLC's ownership history for SDY