Whipplewood Advisors, LLC's ownership history for SPY

Whipplewood Advisors, LLC currently holds 439 shares with a market value of $285.5K. It started holding SPY on 2024-12-31. At its peak, it held 439 shares on 2026-03-31. Its highest holding value was $285.5K on 2026-03-31. At its lowest, it held 72 shares on 2025-03-31, with a value of $107.4K on 2025-03-31. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 261. In the recent year, Whipplewood Advisors, LLC has increased its shares by 367.