Pacific Wealth Management's ownership history for SPY

Pacific Wealth Management currently holds 192.3K shares with a market value of $131.1M. It started holding SPY on 2024-09-30. At its peak, it held 192.3K shares on 2025-12-31. Its highest holding value was $131.1M on 2025-12-31. At its lowest, it held 176.4K shares on 2025-06-30, with a value of $103.4M on 2025-03-31. In the recent 180 days, Pacific Wealth Management has increased its shares by 15.9K. In the recent year, Pacific Wealth Management has increased its shares by 9.4K.