Nelson Capital Management, LLC's ownership history for SPY

Nelson Capital Management, LLC currently holds 15.6K shares with a market value of $10.4M. It started holding SPY on 2024-09-30. At its peak, it held 15.9K shares on 2025-06-30. Its highest holding value was $10.4M on 2025-09-30. At its lowest, it held 14.6K shares on 2024-09-30, with a value of $8.4M on 2024-09-30. In the recent 180 days, Nelson Capital Management, LLC has increased its shares by 42. In the recent year, Nelson Capital Management, LLC has increased its shares by 988.

It has also owned 36 contracts of puts, with the market value of the underlying securities totaling $2.1M on 2024-09-30. At its peak, it held 36 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $2.1M on 2024-12-31. At its lowest, it held 10 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $573.8K on 2024-09-30.