Straight Path Wealth Management's ownership history for SPY

Straight Path Wealth Management currently holds 812 shares with a market value of $528.2K. It started holding SPY on 2024-09-30. At its peak, it held 929 shares on 2025-12-31. Its highest holding value was $633.6K on 2025-12-31. At its lowest, it held 512 shares on 2024-12-31, with a value of $300.0K on 2024-12-31. In the recent 180 days, Straight Path Wealth Management has increased its shares by 225. In the recent year, Straight Path Wealth Management has increased its shares by 300.