Encompass More Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$23.3M Sell
2025
Q2
$25M Buy
2025
Q1
$6.33M Buy
2024
Q4
Sell
2024
Q3
$2.72M Buy
2024
Q2
Sell
2024
Q1
$587K Buy
2023
Q4
$479K Buy