Balboa Wealth Partners's ownership history for SPY

Balboa Wealth Partners currently holds 20.7K shares with a market value of $14.1M. It started holding SPY on 2024-09-30. At its peak, it held 22.9K shares on 2024-12-31. Its highest holding value was $14.1M on 2025-12-31. At its lowest, it held 19.5K shares on 2025-06-30, with a value of $11.6M on 2025-03-31. In the recent 180 days, Balboa Wealth Partners has increased its shares by 1.2K. In the recent year, Balboa Wealth Partners has decreased its shares by 2.2K.