Destination Wealth Management's ownership history for SPY

Destination Wealth Management currently holds 23.7K shares with a market value of $16.2M. It started holding SPY on 2024-09-30. At its peak, it held 25.5K shares on 2025-09-30. Its highest holding value was $17.0M on 2025-09-30. At its lowest, it held 20.5K shares on 2024-09-30, with a value of $11.8M on 2024-09-30. In the recent 180 days, Destination Wealth Management has increased its shares by 277. In the recent year, Destination Wealth Management has increased its shares by 2.4K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $40.0K on 2024-09-30. At its peak, it held 3 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $40.0K on 2025-12-31. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $18.6K on 2025-03-31. In the recent 180 days, Destination Wealth Management has increased its holdings by 2 contracts. In the recent year, Destination Wealth Management has increased its holdings by 2 contracts.