Spdr S&p 500 Etf shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $634k | 1.5k | 427.48 |
| 2023-06-30 | $691k | 1.6k | 443.28 |
| 2023-03-31 | $638k | 1.6k | 409.39 |
| 2022-12-31 | $596k | 1.6k | 382.43 |
| 2022-09-30 | $584k | 1.6k | 357.41 |
| 2022-06-30 | $630k | 1.7k | 377.02 |
| 2022-03-31 | $891k | 2.0k | 451.37 |
| 2021-12-31 | $776k | 1.6k | 474.91 |
| 2021-09-30 | $669k | 1.6k | 429.12 |
| 2021-06-30 | $699k | 1.6k | 427.78 |
| 2021-03-31 | $679k | 1.6k | 415.54 |
| 2020-12-31 | $2.0M | 5.4k | 373.79 |