Soltis Investment Advisors LLC's ownership history for SPY

Soltis Investment Advisors LLC currently holds 72.1K shares with a market value of $46.9M. It started holding SPY on 2024-09-30. At its peak, it held 72.1K shares on 2026-03-31. Its highest holding value was $46.9M on 2026-03-31. At its lowest, it held 30.3K shares on 2024-09-30, with a value of $17.4M on 2024-09-30. In the recent 180 days, Soltis Investment Advisors LLC has increased its shares by 38.3K. In the recent year, Soltis Investment Advisors LLC has increased its shares by 17.2K.

It has also owned 59 contracts of calls, with the market value of the underlying securities totaling $3.8M on 2025-09-30. At its peak, it held 80 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $3.8M on 2026-03-31. At its lowest, it held 59 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $1.0M on 2025-09-30.