Matrix Asset Advisors Inc – SDY history
- Issuer:
- SPDR SERIES TRUST
- Quarters tracked:
- 9 (Q4 2024 → Q1 2026)
- Current shares:
- 3,782
- Current value:
- $552K
- Peak shares:
- 4,062 (Q2 2025)
- Overall change:
- -2%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q1 2026 | 3,782 | $552K | $145.95 | +3,782 | +100% |
| Q4 2025 | SOLD | — | — | 0 | -100% |
| Q3 2025 | SOLD | — | — | -4,062 | -100% |
| Q2 2025 | 4,062 | $551K | $135.65 | +4,062 | +100% |
| Q2 2025 | SOLD | — | — | 0 | -100% |
| Q1 2025 | SOLD | — | — | -3,817 | -100% |
| Q1 2025 | 3,817 | $518K | $135.71 | +3,817 | +100% |
| Q4 2024 | SOLD | — | — | -3,852 | -100% |
| Q4 2024 | 3,852 | $509K | $132.14 | — | NEW |