BSW Wealth Partners's ownership history for SPY

BSW Wealth Partners currently holds 47.5K shares with a market value of $31.6M. It started holding SPY on 2024-09-30. At its peak, it held 47.5K shares on 2025-06-30. Its highest holding value was $31.6M on 2025-09-30. At its lowest, it held 46.6K shares on 2025-03-31, with a value of $26.1M on 2025-03-31. In the recent 180 days, BSW Wealth Partners has increased its shares by 824. In the recent year, BSW Wealth Partners has increased its shares by 69.