Cavalier Investments, LLC's ownership history for SPY

Cavalier Investments, LLC currently holds 147.7K shares with a market value of $96.0M. It started holding SPY on 2024-09-30. At its peak, it held 147.7K shares on 2026-03-31. Its highest holding value was $96.0M on 2026-03-31. At its lowest, it held 17.9K shares on 2025-06-30, with a value of $11.0M on 2025-06-30. In the recent 180 days, Cavalier Investments, LLC has increased its shares by 110.5K. In the recent year, Cavalier Investments, LLC has increased its shares by 127.1K.

It has also owned 6.0K contracts of calls, with the market value of the underlying securities totaling $390.2M on 2025-12-31. At its peak, it held 6.0K contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $390.2M on 2026-03-31. At its lowest, it held 3.5K contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $238.7M on 2025-12-31.

It has also owned 8.3K contracts of puts, with the market value of the underlying securities totaling $539.8M on 2025-09-30. At its peak, it held 8.3K contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $539.8M on 2026-03-31. At its lowest, it held 49.24 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $328.0M on 2025-09-30. In the recent 180 days, Cavalier Investments, LLC has increased its holdings by 8.3K contracts.