Marshall & Sterling Wealth Advisors Inc.'s ownership history for SPY

Marshall & Sterling Wealth Advisors Inc. currently holds 2.1K shares with a market value of $1.4M. It started holding SPY on 2024-12-31. At its peak, it held 2.8K shares on 2024-12-31. Its highest holding value was $1.7M on 2024-12-31. At its lowest, it held 2.1K shares on 2025-12-31, with a value of $1.4M on 2025-12-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 347. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 704.