Sterling Wealth Management, Inc.'s ownership history for SPEM

Sterling Wealth Management, Inc. currently holds 7.9K shares with a market value of $370.8K. It started holding SPEM on 2024-12-31. At its peak, it held 9.2K shares on 2024-12-31. Its highest holding value was $373.1K on 2025-12-31. At its lowest, it held 7.7K shares on 2025-09-30, with a value of $339.6K on 2025-06-30. In the recent 180 days, Sterling Wealth Management, Inc. has increased its shares by 173. In the recent year, Sterling Wealth Management, Inc. has decreased its shares by 1.3K.