Smallwood Wealth Investment Management, LLC's ownership history for SPY

Smallwood Wealth Investment Management, LLC currently holds 205 shares with a market value of $133.3K. It started holding SPY on 2024-12-31. At its peak, it held 501 shares on 2025-09-30. Its highest holding value was $333.8K on 2025-09-30. At its lowest, it held 171 shares on 2024-12-31, with a value of $100.2K on 2024-12-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 296. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 14.

It has also owned 16 contracts of calls, with the market value of the underlying securities totaling $937.7K on 2024-12-31. At its peak, it held 16 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $937.7K on 2024-12-31. At its lowest, it held 16 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $937.7K on 2024-12-31.