Shepherd Financial Partners LLC's ownership history for SPY

Shepherd Financial Partners LLC currently holds 101.8K shares with a market value of $69.4M. It started holding SPY on 2024-09-30. At its peak, it held 203.0K shares on 2024-12-31. Its highest holding value was $118.9M on 2024-12-31. At its lowest, it held 101.8K shares on 2025-12-31, with a value of $57.0M on 2025-03-31. In the recent 180 days, Shepherd Financial Partners LLC has decreased its shares by 603. In the recent year, Shepherd Financial Partners LLC has decreased its shares by 101.1K.