Upper Left Wealth Management, LLC's ownership history for SPY

Upper Left Wealth Management, LLC currently holds 2.7K shares with a market value of $1.8M. It started holding SPY on 2024-09-30. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 2.1K shares on 2025-03-31, with a value of $1.2M on 2025-03-31. In the recent 180 days, Upper Left Wealth Management, LLC has increased its shares by 593. In the recent year, Upper Left Wealth Management, LLC has increased its shares by 250.