Ballentine Partners, LLC's ownership history for SPY

Ballentine Partners, LLC currently holds 227.5K shares with a market value of $155.1M. It started holding SPY on 2024-09-30. At its peak, it held 228.3K shares on 2025-06-30. Its highest holding value was $155.1M on 2025-12-31. At its lowest, it held 221.2K shares on 2024-12-31, with a value of $126.0M on 2025-03-31. In the recent 180 days, Ballentine Partners, LLC has decreased its shares by 854. In the recent year, Ballentine Partners, LLC has increased its shares by 6.2K.