Berkeley Capital Partners, LLC's ownership history for SPY

Berkeley Capital Partners, LLC currently holds 129.0K shares with a market value of $85.9M. It started holding SPY on 2024-09-30. At its peak, it held 129.0K shares on 2025-09-30. Its highest holding value was $85.9M on 2025-09-30. At its lowest, it held 120.0K shares on 2024-09-30, with a value of $68.8M on 2024-09-30. In the recent 180 days, Berkeley Capital Partners, LLC has increased its shares by 3.5K. In the recent year, Berkeley Capital Partners, LLC has increased its shares by 9.0K.

It has also owned 5 contracts of puts, with the market value of the underlying securities totaling $308.9K on 2025-06-30. At its peak, it held 5 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $308.9K on 2025-06-30. At its lowest, it held 5 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $308.9K on 2025-06-30.