Stack Financial Management, Inc's ownership history for SPY

Stack Financial Management, Inc currently holds 1.6K shares with a market value of $1.1M. It started holding SPY on 2024-09-30. At its peak, it held 1.6K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 1.3K shares on 2025-12-31, with a value of $770.8K on 2025-03-31. In the recent 180 days, Stack Financial Management, Inc has increased its shares by 273. In the recent year, Stack Financial Management, Inc has increased its shares by 242.