David Katz - Matrix Asset Advisors
Holding/activity history for SPDR S&P Dividend ETF (SDY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 3,849 | 0.06 | Add 0.05% | 0.00 | $142.11 |
| 2024 Q2 | 3,847 | 0.06 | Add 0.05% | 0.00 | $127.11 |
| 2024 Q1 | 3,845 | 0.06 | $131.34 | ||
| 2023 Q4 | 3,845 | 0.06 | $125.10 | ||
| 2023 Q3 | 3,845 | 0.06 | Reduce 7.79% | 0.01 | $114.95 |
| 2023 Q2 | 4,170 | 0.07 | $122.54 | ||
| 2023 Q1 | 4,170 | 0.07 | $123.74 | ||
| 2022 Q4 | 4,170 | 0.08 | $125.18 | ||
| 2022 Q3 | 4,170 | 0.08 | $111.51 | ||
| 2022 Q2 | 4,170 | 0.08 | $118.71 | ||
| 2022 Q1 | 4,170 | 0.07 | $128.06 | ||
| 2021 Q4 | 4,170 | 0.07 | Add 2.86% | 0.00 | $129.02 |
| 2021 Q3 | 4,054 | 0.07 | $117.66 | ||
| 2021 Q2 | 4,054 | 0.07 | Add 6.43% | 0.00 | $122.35 |
| 2021 Q1 | 3,809 | 0.07 | $118.14 | ||
| 2020 Q4 | 3,809 | 0.07 | $106.06 | ||
| 2020 Q3 | 3,809 | 0.07 | $92.41 | ||
| 2020 Q2 | 3,809 | 0.07 | Add 10.28% | 0.01 | $91.10 |
| 2020 Q1 | 3,454 | 0.06 | Buy | 0.06 | $79.91 |