Compound Planning, Inc.'s ownership history for SPY

Compound Planning, Inc. currently holds 29.0K shares with a market value of $19.3M. It started holding SPY on 2024-09-30. At its peak, it held 43.7K shares on 2025-03-31. Its highest holding value was $25.5M on 2024-12-31. At its lowest, it held 29.0K shares on 2025-09-30, with a value of $17.4M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 14.7K. In the recent year, Compound Planning, Inc. has decreased its shares by 1.3K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $123.6K on 2025-03-31. At its peak, it held 2 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $123.6K on 2025-06-30. At its lowest, it held 2 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $111.9K on 2025-03-31.

It has also owned 9 contracts of puts, with the market value of the underlying securities totaling $599.6K on 2025-09-30. At its peak, it held 9 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $599.6K on 2025-09-30. At its lowest, it held 9 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $599.6K on 2025-09-30.