NORTHCAPE WEALTH MANAGEMENT, LLC's ownership history for SPY

NORTHCAPE WEALTH MANAGEMENT, LLC currently holds 1.2K shares with a market value of $792.8K. It started holding SPY on 2024-09-30. At its peak, it held 1.2K shares on 2025-06-30. Its highest holding value was $792.8K on 2025-09-30. At its lowest, it held 1.2K shares on 2024-09-30, with a value of $662.9K on 2025-03-31. In the recent 180 days, NORTHCAPE WEALTH MANAGEMENT, LLC has increased its shares by 5.