Shakespeare Wealth Management, LLC's ownership history for SPY

Shakespeare Wealth Management, LLC currently holds 2.0K shares with a market value of $1.3M. It started holding SPY on 2024-09-30. At its peak, it held 2.0K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 1.7K shares on 2025-03-31, with a value of $938.6K on 2025-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 308.