Roberts Wealth Advisors, LLC's ownership history for SPY

Roberts Wealth Advisors, LLC currently holds 3.3K shares with a market value of $2.2M. It started holding SPY on 2024-09-30. At its peak, it held 4.2K shares on 2024-12-31. Its highest holding value was $2.5M on 2024-12-31. At its lowest, it held 3.3K shares on 2025-12-31, with a value of $2.1M on 2025-06-30. In the recent 180 days, Roberts Wealth Advisors, LLC has decreased its shares by 163. In the recent year, Roberts Wealth Advisors, LLC has decreased its shares by 982.