Portside Wealth Group, LLC's ownership history for SPY

Portside Wealth Group, LLC currently holds 1.2K shares with a market value of $770.0K. It started holding SPY on 2024-09-30. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $841.5K on 2025-12-31. At its lowest, it held 1.2K shares on 2026-03-31, with a value of $705.7K on 2024-09-30. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 46.