WADDELL & ASSOCIATES, LLC's ownership history for SPY

WADDELL & ASSOCIATES, LLC currently holds 13.9K shares with a market value of $9.1M. It started holding SPY on 2024-09-30. At its peak, it held 14.0K shares on 2025-06-30. Its highest holding value was $9.5M on 2025-12-31. At its lowest, it held 9.6K shares on 2024-12-31, with a value of $5.6M on 2024-12-31. In the recent 180 days, WADDELL & ASSOCIATES, LLC has increased its shares by 105. In the recent year, WADDELL & ASSOCIATES, LLC has increased its shares by 36.

It has also owned 2 contracts of puts, with the market value of the underlying securities totaling $130.1K on 2026-03-31. At its peak, it held 2 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $130.1K on 2026-03-31. At its lowest, it held 2 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $130.1K on 2026-03-31.