SteelPeak Wealth, LLC's ownership history for SPY

SteelPeak Wealth, LLC currently holds 118.2K shares with a market value of $78.8M. It started holding SPY on 2024-09-30. At its peak, it held 118.2K shares on 2025-09-30. Its highest holding value was $78.8M on 2025-09-30. At its lowest, it held 84.9K shares on 2024-09-30, with a value of $48.9M on 2024-09-30. In the recent 180 days, SteelPeak Wealth, LLC has increased its shares by 22.2K. In the recent year, SteelPeak Wealth, LLC has increased its shares by 33.3K.

It has also owned 15 contracts of calls, with the market value of the underlying securities totaling $999.3K on 2024-09-30. At its peak, it held 120 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $6.7M on 2025-03-31. At its lowest, it held 9 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $556.1K on 2025-06-30. In the recent 180 days, SteelPeak Wealth, LLC has decreased its holdings by 105 contracts. In the recent year, SteelPeak Wealth, LLC has decreased its holdings by 93 contracts.

It has also owned 3 contracts of puts, with the market value of the underlying securities totaling $185.4K on 2024-09-30. At its peak, it held 54 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $3.0M on 2025-03-31. At its lowest, it held 3 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $185.4K on 2025-06-30. In the recent 180 days, SteelPeak Wealth, LLC has decreased its holdings by 29 contracts.