Connecticut Wealth Management, LLC's ownership history for SPY

Connecticut Wealth Management, LLC currently holds 39.0K shares with a market value of $26.6M. It started holding SPY on 2024-12-31. At its peak, it held 39.1K shares on 2025-09-30. Its highest holding value was $26.6M on 2025-12-31. At its lowest, it held 37.7K shares on 2025-03-31, with a value of $21.1M on 2025-03-31. In the recent 180 days, Connecticut Wealth Management, LLC has increased its shares by 1.0K. In the recent year, Connecticut Wealth Management, LLC has increased its shares by 875.