Dean, Jacobson Financial Services, LLC's ownership history for SPY

Dean, Jacobson Financial Services, LLC currently holds 82.6K shares with a market value of $53.7M. It started holding SPY on 2024-09-30. At its peak, it held 100.3K shares on 2024-09-30. Its highest holding value was $58.7M on 2024-12-31. At its lowest, it held 79.3K shares on 2025-06-30, with a value of $49.0M on 2025-06-30. In the recent 180 days, Dean, Jacobson Financial Services, LLC has increased its shares by 2.2K. In the recent year, Dean, Jacobson Financial Services, LLC has decreased its shares by 15.0K.