Burt Wealth Advisors's ownership history for SPY

Burt Wealth Advisors currently holds 43.9K shares with a market value of $29.3M. It started holding SPY on 2024-09-30. At its peak, it held 46.7K shares on 2024-09-30. Its highest holding value was $29.3M on 2025-09-30. At its lowest, it held 43.9K shares on 2025-09-30, with a value of $25.2M on 2025-03-31. In the recent 180 days, Burt Wealth Advisors has decreased its shares by 1.0K. In the recent year, Burt Wealth Advisors has decreased its shares by 2.8K.