Gradient Capital Advisors, LLC's ownership history for SPY

Gradient Capital Advisors, LLC currently holds 818 shares with a market value of $531.7K. It started holding SPY on 2024-09-30. At its peak, it held 1.2K shares on 2024-09-30. Its highest holding value was $664.1K on 2024-12-31. At its lowest, it held 818 shares on 2026-03-31, with a value of $531.7K on 2026-03-31. In the recent 180 days, Gradient Capital Advisors, LLC has decreased its shares by 146. In the recent year, Gradient Capital Advisors, LLC has decreased its shares by 158.