Pacific Wealth Management's ownership history for SPY

Pacific Wealth Management currently holds 187.4K shares with a market value of $124.8M. It started holding SPY on 2024-09-30. At its peak, it held 187.4K shares on 2025-09-30. Its highest holding value was $124.8M on 2025-09-30. At its lowest, it held 176.4K shares on 2025-06-30, with a value of $103.4M on 2025-03-31. In the recent 180 days, Pacific Wealth Management has increased its shares by 2.5K. In the recent year, Pacific Wealth Management has increased its shares by 533.