MBL Wealth, LLC's ownership history for SPY

MBL Wealth, LLC currently holds 213.7K shares with a market value of $145.7M. It started holding SPY on 2024-09-30. At its peak, it held 213.7K shares on 2025-12-31. Its highest holding value was $145.7M on 2025-12-31. At its lowest, it held 203.1K shares on 2025-03-31, with a value of $113.6M on 2025-03-31. In the recent 180 days, MBL Wealth, LLC has increased its shares by 730. In the recent year, MBL Wealth, LLC has increased its shares by 1.9K.

It has also owned 13 contracts of puts, with the market value of the underlying securities totaling $886.5K on 2024-09-30. At its peak, it held 48 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $2.7M on 2025-03-31. At its lowest, it held 13 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $886.5K on 2025-12-31. In the recent 180 days, MBL Wealth, LLC has decreased its holdings by 27 contracts.