Clearstead Advisors, LLC's ownership history for SPY

Clearstead Advisors, LLC currently holds 252.4K shares with a market value of $164.1M. It started holding SPY on 2024-09-30. At its peak, it held 252.4K shares on 2026-03-31. Its highest holding value was $164.1M on 2026-03-31. 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 120.7K. In the recent year, Clearstead Advisors, LLC has increased its shares by 126.4K.