Clearstead Trust, LLC's ownership history for SPY

Clearstead Trust, LLC currently holds 280 shares with a market value of $190.9K. It started holding SPY on 2024-09-30. At its peak, it held 280 shares on 2025-12-31. Its highest holding value was $190.9K on 2025-12-31. At its lowest, it held 105 shares on 2025-09-30, with a value of $69.9K on 2025-09-30. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 148. In the recent year, Clearstead Trust, LLC has increased its shares by 148.