David Katz Spdr Portfolio Transaction History

Matrix Asset Advisors Inc

  • $929 Million
  • Q2 2025

A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Spdr Portfolio stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 2,998 shares of SPYG stock, worth $295,482. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,998
Previous 3,138 4.46%
Holding current value
$295,482
Previous $252,000 13.1%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$71.83 - $95.32 $10,056 - $13,344
-140 Reduced 4.46%
2,998 $285,000
Q1 2025

Apr 22, 2025
SELL
$80.05 - $92.39 $21,853 - $25,222
-273 Reduced 8.0%
3,138 $252,000
Q3 2024

Oct 10, 2024
BUY
$73.38 - $84.1 $14,602 - $16,735
199 Added 6.2%
3,411 $282,000
Q4 2023

Jan 24, 2024
BUY
$57.02 - $65.3 $183,148 - $209,743
3,212 New
3,212 $208,000

Others Institutions Holding SPYG

# of Institutions
1,262
Shares Held
306M
Call Options Held
606K
Put Options Held
128K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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