Modern Wealth Management, LLC's ownership history for SPY

Modern Wealth Management, LLC currently holds 88.1K shares with a market value of $60.1M. It started holding SPY on 2024-09-30. At its peak, it held 186.4K shares on 2025-03-31. Its highest holding value was $104.3M on 2025-03-31. At its lowest, it held 88.1K shares on 2025-12-31, with a value of $60.1M on 2025-12-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 49.4K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 60.5K.

It has also owned 228 contracts of puts, with the market value of the underlying securities totaling $429.5K on 2024-09-30. At its peak, it held 279 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $610.5K on 2025-03-31. At its lowest, it held 105 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $152.1K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its holdings by 51 contracts. In the recent year, Modern Wealth Management, LLC has increased its holdings by 88.0K contracts.