Joel Isaacson & Co., LLC's ownership history for SPY

Joel Isaacson & Co., LLC currently holds 134.0K shares with a market value of $87.1M. It started holding SPY on 2024-09-30. At its peak, it held 134.7K shares on 2025-12-31. Its highest holding value was $91.8M on 2025-12-31. At its lowest, it held 113.4K shares on 2024-09-30, with a value of $65.1M on 2024-09-30. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 20.4K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 17.2K.

It has also owned 5 contracts of puts, with the market value of the underlying securities totaling $325.2K on 2026-03-31. At its peak, it held 5 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $325.2K on 2026-03-31. At its lowest, it held 5 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $325.2K on 2026-03-31.