Kestra Advisory Services, LLC's ownership history for SPY

Kestra Advisory Services, LLC currently holds 508.1K shares with a market value of $346.5M. It started holding SPY on 2024-09-30. At its peak, it held 508.1K shares on 2025-12-31. Its highest holding value was $346.5M on 2025-12-31. At its lowest, it held 446.6K shares on 2025-03-31, with a value of $249.8M on 2025-03-31. In the recent 180 days, Kestra Advisory Services, LLC has increased its shares by 54.6K. In the recent year, Kestra Advisory Services, LLC has increased its shares by 19.7K.

It has also owned 185 contracts of calls, with the market value of the underlying securities totaling $12.6M on 2025-03-31. At its peak, it held 185 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $12.6M on 2025-12-31. At its lowest, it held 125 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $11.9K on 2025-03-31.

It has also owned 22 contracts of puts, with the market value of the underlying securities totaling $1.5M on 2025-06-30. At its peak, it held 302 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $18.7M on 2025-06-30. At its lowest, it held 22 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $1.5M on 2025-12-31. In the recent 180 days, Kestra Advisory Services, LLC has decreased its holdings by 280 contracts.