Joel Isaacson & Co., LLC SDY Holdings History
Joel Isaacson & Co., LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Joel Isaacson & Co., LLC held 2.56 Mil shares of SPDR Dividend ETF(SDY), totaling $347.10 Mil. This investment constitutes 15.73% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 1.73% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2017Q2. And since then Joel Isaacson & Co., LLC has made 27 purchases of SDY, at an average price of $99.32, for a total of 2.72 Mil shares. In addition, there have been 5 sales at an average price of $97.37 for 159,527.00 shares. Based on historical transaction data and SDY's current price of $138.84, Joel Isaacson & Co., LLC's estimated gain on his SDY holdings is $100.80 Mil, reflecting a 37.34% gain to date.
Joel Isaacson & Co., LLC SDY ($138.84) Holding Chart
Joel Isaacson & Co., LLC SDY ($138.84) 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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