PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for SPY

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 14.0K shares with a market value of $9.5M. It started holding SPY on 2024-09-30. At its peak, it held 14.5K shares on 2025-09-30. Its highest holding value was $9.6M on 2025-09-30. At its lowest, it held 6.5K shares on 2025-03-31, with a value of $3.7M on 2025-03-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 5.1K. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 7.4K.