SteelPeak Wealth, LLC's ownership history for SPY

SteelPeak Wealth, LLC currently holds 149.7K shares with a market value of $97.6M. It started holding SPY on 2024-09-30. At its peak, it held 149.7K shares on 2026-03-31. Its highest holding value was $97.6M on 2026-03-31. 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 31.5K. In the recent year, SteelPeak Wealth, LLC has increased its shares by 53.7K.

It has also owned 6 contracts of calls, with the market value of the underlying securities totaling $390.2K 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 6 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $390.2K on 2026-03-31. In the recent 180 days, SteelPeak Wealth, LLC has decreased its holdings by 9 contracts. In the recent year, SteelPeak Wealth, LLC has decreased its holdings by 114 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.