Roth Financial Partners LLC's ownership history for SPY

Roth Financial Partners LLC currently holds 53.1K shares with a market value of $36.2M. It started holding SPY on 2024-09-30. At its peak, it held 57.0K shares on 2024-09-30. Its highest holding value was $36.2M on 2025-12-31. At its lowest, it held 53.1K shares on 2025-12-31, with a value of $30.5M on 2025-03-31. In the recent 180 days, Roth Financial Partners LLC has decreased its shares by 853. In the recent year, Roth Financial Partners LLC has decreased its shares by 2.4K.