Wellington Shields Capital Management, LLC's ownership history for SPY

Wellington Shields Capital Management, LLC currently holds 4.4K shares with a market value of $2.9M. It started holding SPY on 2024-09-30. At its peak, it held 4.6K shares on 2025-12-31. Its highest holding value was $3.1M on 2025-12-31. At its lowest, it held 2.9K shares on 2024-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, Wellington Shields Capital Management, LLC has increased its shares by 194. In the recent year, Wellington Shields Capital Management, LLC has increased its shares by 62.