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
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Quarterly reported holdings in Spdr S&p 500 Etf by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $935k | 1.4k | 666.18 |
| 2025-06-30 | $867k | 1.4k | 617.85 |
| 2025-03-31 | $829k | 1.5k | 559.56 |
| 2024-12-31 | $875k | 1.5k | 586.05 |
| 2024-09-30 | $835k | 1.5k | 573.76 |
| 2024-06-30 | $792k | 1.5k | 544.22 |
| 2024-03-31 | $776k | 1.5k | 523.07 |
| 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 |