Joel Isaacson & Co., LLC

Position in SDY — State Street(R) SPDR(R) S&P(R) Dividend ETF

CIK 1599330 NEW YORK, NY

All Filings in SDY

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SDY	$415,494,244	2,847,021	+2.1%	Shares	Sole	2026-04-23
2025-12-31 SDY	$388,037,640	2,788,428	+4.6%	Shares	Sole	2026-01-30
2025-09-30 SDY	$373,521,753	2,667,060	+0.8%	Shares	Sole	2025-10-30
2025-06-30 SDY	$358,997,299	2,644,937	+3.4%	Shares	Sole	2025-07-23
2025-03-31 SDY	$347,104,445	2,558,258	+1.7%	Shares	Sole	2025-04-25
2024-12-31 SDY	$332,448,804	2,516,645	+2.2%	Shares	Sole	2025-01-28
2024-09-30 SDY	$349,702,053	2,461,997	+1.2%	Shares	Sole	2024-10-23
2024-06-30 SDY	$309,252,922	2,431,616	+1.9%	Shares	Sole	2024-07-24
2024-03-31 SDY	$313,308,333	2,387,293	+0.6%	Shares	Sole	2024-04-30
2023-12-31 SDY	$296,621,043	2,373,538	+0.1%	Shares	Sole	2024-02-12
2023-09-30 SDY	$272,661,452	2,370,763	+1.5%	Shares	Sole	2023-10-24
2023-06-30 SDY	$286,243,299	2,335,155	+2.4%	Shares	Sole	2023-07-27
2023-03-31 SDY	$282,186,839	2,281,035	+3.1%	Shares	Sole	2023-04-25
2022-12-31 SDY	$276,881,816	2,213,107	+4.8%	Shares	Sole	2023-01-27
2022-09-30 SDY	$235,467,930	2,111,820	+3.2%	Shares	Sole	2022-10-14
2022-06-30 SDY	$242,796,180	2,045,633	+1.9%	Shares	Sole	2022-07-15
2022-03-31 SDY	$257,068,216	2,006,621	+0.9%	Shares	Sole	2022-04-21
2021-12-31 SDY	$256,698,565	1,988,062	+1.4%	Shares	Sole	2022-01-19
2021-09-30 SDY	$230,418,806	1,960,177	+3.5%	Shares	Sole	2021-10-21
2021-06-30 SDY	$231,577,043	1,893,826	+2.7%	Shares	Sole	2021-07-20
2021-03-31 SDY	$217,568,357	1,843,331	+2.9%	Shares	Sole	2021-04-23
2020-12-31 SDY	$189,742,133	1,791,203	+0.5%	Shares	Sole	2021-01-22
2020-09-30 SDY	$164,641,738	1,781,837	-0.3%	Shares	Sole	2020-10-14
2020-06-30 SDY	$162,956,251	1,786,801	+0.1%	Shares	Sole	2020-07-21
2020-03-31 SDY	$142,564,714	1,785,183	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.