Patriot Financial Group Insurance Agency, LLC's ownership history for SPY

Patriot Financial Group Insurance Agency, LLC currently holds 11.3K shares with a market value of $7.3M. It started holding SPY on 2024-09-30. At its peak, it held 11.3K shares on 2026-03-31. Its highest holding value was $7.3M on 2026-03-31. At its lowest, it held 4.7K shares on 2024-12-31, with a value of $2.8M on 2024-09-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 3.9K. In the recent year, Patriot Financial Group Insurance Agency, LLC has increased its shares by 5.2K.

It has also owned 6 contracts of puts, with the market value of the underlying securities totaling $390.2K on 2024-09-30. At its peak, it held 6 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $390.2K on 2026-03-31. At its lowest, it held 2 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $114.8K on 2024-09-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its holdings by 4 contracts.