Kozak & Associates, Inc.'s ownership history for SPY

Kozak & Associates, Inc. currently holds 69.1K shares with a market value of $46.0M. It started holding SPY on 2024-09-30. At its peak, it held 80.1K shares on 2024-09-30. Its highest holding value was $46.7M on 2024-09-30. At its lowest, it held 69.1K shares on 2025-09-30, with a value of $39.0M on 2025-03-31. In the recent 180 days, Kozak & Associates, Inc. has decreased its shares by 3.2K. In the recent year, Kozak & Associates, Inc. has decreased its shares by 11.0K.