Sterling Financial Planning, Inc.'s ownership history for SPY

Sterling Financial Planning, Inc. currently holds 2.5K shares with a market value of $1.7M. It started holding SPY on 2024-09-30. At its peak, it held 2.7K shares on 2024-09-30. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $1.5M on 2025-03-31. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 110. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 199.