Waypoint Wealth Partners Inc.'s ownership history for SPY

Waypoint Wealth Partners Inc. currently holds 997 shares with a market value of $616.0K. It started holding SPY on 2024-09-30. At its peak, it held 1.0K shares on 2024-12-31. Its highest holding value was $616.0K on 2025-06-30. At its lowest, it held 997 shares on 2024-09-30, with a value of $557.7K on 2025-03-31. In the recent 180 days, Waypoint Wealth Partners Inc. has decreased its shares by 3.