Marshall & Sterling Wealth Advisors Inc.'s ownership history for SPY

Marshall & Sterling Wealth Advisors Inc. currently holds 1.9K shares with a market value of $1.2M. It started holding SPY on 2024-12-31. At its peak, it held 2.8K shares on 2024-12-31. Its highest holding value was $1.7M on 2024-12-31. At its lowest, it held 1.9K shares on 2026-03-31, with a value of $1.2M on 2026-03-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 334. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 903.