Lutz Financial Services LLC's ownership history for SPY

Lutz Financial Services LLC currently holds 69.7K shares with a market value of $46.4M. It started holding SPY on 2024-09-30. At its peak, it held 77.0K shares on 2024-09-30. Its highest holding value was $46.4M on 2025-09-30. At its lowest, it held 69.7K shares on 2025-09-30, with a value of $41.1M on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has decreased its shares by 3.8K. In the recent year, Lutz Financial Services LLC has decreased its shares by 7.3K.