Rockbridge Investment Management, LCC's ownership history for SPY

Rockbridge Investment Management, LCC currently holds 27.1K shares with a market value of $18.0M. It started holding SPY on 2024-12-31. At its peak, it held 27.2K shares on 2024-12-31. Its highest holding value was $18.0M on 2025-09-30. At its lowest, it held 26.9K shares on 2025-03-31, with a value of $15.1M on 2025-03-31. In the recent 180 days, Rockbridge Investment Management, LCC has increased its shares by 117.