Compound Planning, Inc.'s ownership history for SPY

Compound Planning, Inc. currently holds 25.1K shares with a market value of $17.1M. It started holding SPY on 2024-09-30. At its peak, it held 43.7K shares on 2025-03-31. Its highest holding value was $25.5M on 2024-12-31. At its lowest, it held 25.1K shares on 2025-12-31, with a value of $17.1M on 2025-12-31. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 5.2K. In the recent year, Compound Planning, Inc. has decreased its shares by 18.4K.

It has also owned 300 contracts of calls, with the market value of the underlying securities totaling $20.5M on 2025-03-31. At its peak, it held 300 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $20.5M on 2025-12-31. At its lowest, it held 2 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $111.9K on 2025-03-31. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 298 contracts.

It has also owned 9 contracts of puts, with the market value of the underlying securities totaling $599.6K on 2025-09-30. At its peak, it held 9 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $599.6K on 2025-09-30. At its lowest, it held 9 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $599.6K on 2025-09-30.