North Berkeley Wealth Management, LLC's ownership history for SPY

North Berkeley Wealth Management, LLC currently holds 3.1K shares with a market value of $2.1M. It started holding SPY on 2024-12-31. At its peak, it held 3.1K shares on 2025-09-30. Its highest holding value was $2.1M on 2025-09-30. At its lowest, it held 1.6K shares on 2025-03-31, with a value of $887.9K on 2025-03-31. In the recent 180 days, North Berkeley Wealth Management, LLC has increased its shares by 1.5K.