Valeo Financial Advisors, LLC's ownership history for SPY

Valeo Financial Advisors, LLC currently holds 940.7K shares with a market value of $626.7M. It started holding SPY on 2024-09-30. At its peak, it held 974.4K shares on 2024-09-30. Its highest holding value was $626.7M on 2025-09-30. At its lowest, it held 940.7K shares on 2025-09-30, with a value of $521.2M on 2025-03-31. In the recent 180 days, Valeo Financial Advisors, LLC has decreased its shares by 8.8K. In the recent year, Valeo Financial Advisors, LLC has decreased its shares by 33.8K.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $586.1K on 2024-12-31. At its peak, it held 10 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $586.1K on 2024-12-31. At its lowest, it held 10 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $586.1K on 2024-12-31.

It has also owned 27 contracts of puts, with the market value of the underlying securities totaling $1.6M on 2024-09-30. At its peak, it held 57 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $3.3M on 2024-09-30. At its lowest, it held 12 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $671.3K on 2025-03-31. In the recent 180 days, Valeo Financial Advisors, LLC has increased its holdings by 15 contracts.