Great Waters Wealth Management's ownership history for SPY

Great Waters Wealth Management currently holds 935 shares with a market value of $622.6K. It started holding SPY on 2024-09-30. At its peak, it held 1.4K shares on 2025-03-31. Its highest holding value was $836.4K on 2024-12-31. At its lowest, it held 890 shares on 2024-09-30, with a value of $510.6K on 2024-09-30. In the recent 180 days, Great Waters Wealth Management has decreased its shares by 510. In the recent year, Great Waters Wealth Management has increased its shares by 45.