Clearstead Advisors, LLC's ownership history for SPY

Clearstead Advisors, LLC currently holds 131.6K shares with a market value of $87.7M. It started holding SPY on 2024-09-30. At its peak, it held 134.0K shares on 2025-06-30. Its highest holding value was $87.7M on 2025-09-30. At its lowest, it held 114.8K shares on 2024-09-30, with a value of $65.9M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 5.6K. In the recent year, Clearstead Advisors, LLC has increased its shares by 16.8K.