Westwood Wealth Management's ownership history for SPY

Westwood Wealth Management currently holds 1.3K shares with a market value of $865.6K. It started holding SPY on 2024-09-30. At its peak, it held 3.6K shares on 2025-12-31. Its highest holding value was $2.5M on 2025-12-31. At its lowest, it held 1.3K shares on 2026-03-31, with a value of $865.6K on 2026-03-31. In the recent 180 days, Westwood Wealth Management has decreased its shares by 855. In the recent year, Westwood Wealth Management has decreased its shares by 860.