Beta Wealth Group, Inc.'s ownership history for SPY

Beta Wealth Group, Inc. currently holds 9.9K shares with a market value of $6.7M. It started holding SPY on 2024-09-30. At its peak, it held 10.0K shares on 2025-09-30. Its highest holding value was $6.7M on 2025-12-31. At its lowest, it held 2.7K shares on 2025-03-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, Beta Wealth Group, Inc. has increased its shares by 4.8K. In the recent year, Beta Wealth Group, Inc. has increased its shares by 6.9K.