CapWealth Advisors, LLC's ownership history for SPY

CapWealth Advisors, LLC currently holds 3.5K shares with a market value of $2.3M. It started holding SPY on 2024-09-30. At its peak, it held 3.6K shares on 2025-06-30. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 2.9K shares on 2024-12-31, with a value of $1.7M on 2025-03-31. In the recent 180 days, CapWealth Advisors, LLC has increased its shares by 510. In the recent year, CapWealth Advisors, LLC has increased its shares by 576.

It has also owned 7 contracts of puts, with the market value of the underlying securities totaling $432.5K on 2025-06-30. At its peak, it held 7 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $432.5K on 2025-06-30. At its lowest, it held 7 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $432.5K on 2025-06-30.