Caldwell Trust Co's ownership history for SPSM

Caldwell Trust Co currently holds 9.0K shares with a market value of $419.1K. It started holding SPSM on 2022-03-31. At its peak, it held 9.3K shares on 2023-06-30. Its highest holding value was $419.1K on 2025-09-30. At its lowest, it held 425 shares on 2022-03-31, with a value of $17.9K on 2022-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has decreased its shares by 105.