U.S. Capital Wealth Advisors, LLC's ownership history for SPY

U.S. Capital Wealth Advisors, LLC currently holds 155.2K shares with a market value of $100.9M. It started holding SPY on 2024-09-30. At its peak, it held 155.2K shares on 2026-03-31. Its highest holding value was $100.9M on 2026-03-31. At its lowest, it held 107.2K shares on 2025-03-31, with a value of $59.9M on 2025-03-31. In the recent 180 days, U.S. Capital Wealth Advisors, LLC has increased its shares by 47.6K. In the recent year, U.S. Capital Wealth Advisors, LLC has increased its shares by 48.0K.

It has also owned 197 contracts of puts, with the market value of the underlying securities totaling $144.6K on 2024-09-30. At its peak, it held 197 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $144.6K on 2025-09-30. At its lowest, it held 100 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $12.9K on 2024-12-31. In the recent 180 days, U.S. Capital Wealth Advisors, LLC has increased its holdings by 97 contracts.