Goldstone Financial Group, LLC's ownership history for SPY

Goldstone Financial Group, LLC currently holds 8.8K shares with a market value of $6.0M. It started holding SPY on 2023-03-31. At its peak, it held 10.4K shares on 2023-03-31. Its highest holding value was $6.0M on 2025-12-31. At its lowest, it held 6.9K shares on 2025-03-31, with a value of $3.9M on 2025-03-31. In the recent 180 days, Goldstone Financial Group, LLC has increased its shares by 339. In the recent year, Goldstone Financial Group, LLC has increased its shares by 1.4K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $42.0K on 2023-03-31. At its peak, it held 10 contracts of calls on 2023-03-31 and it owned calls with the market value of the underlying securities totaling $273.1K on 2023-06-30. At its lowest, it held 3 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $42.0K on 2025-12-31. In the recent 180 days, Goldstone Financial Group, LLC has decreased its holdings by 7 contracts.