Smith & Howard Wealth Management, LLC's ownership history for SPY

Smith & Howard Wealth Management, LLC currently holds 14.9K shares with a market value of $9.9M. It started holding SPY on 2024-09-30. At its peak, it held 15.0K shares on 2024-09-30. Its highest holding value was $9.9M on 2025-09-30. At its lowest, it held 14.7K shares on 2024-12-31, with a value of $8.2M on 2025-03-31. In the recent 180 days, Smith & Howard Wealth Management, LLC has increased its shares by 200. In the recent year, Smith & Howard Wealth Management, LLC has decreased its shares by 50.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $650.0K on 2024-09-30. At its peak, it held 10 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $650.0K on 2025-03-31. At its lowest, it held 5 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $325.0K on 2024-12-31. In the recent 180 days, Smith & Howard Wealth Management, LLC has increased its holdings by 5 contracts.

It has also owned 25 contracts of puts, with the market value of the underlying securities totaling $1.5M on 2025-09-30. At its peak, it held 25 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $1.5M on 2025-09-30. At its lowest, it held 25 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $1.5M on 2025-09-30.