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

Encompass More Asset Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.46M Hold
3,300
– – 0.36% 56
2026
Q1 		$2.15M Hold
3,300
– – 0.36% 50
2025
Q4 		$2.26M Hold
3,300
– – 0.42% 55
2025
Q3 		$2.2M Buy
+3,300
New +$2.12M 0.42% 56

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Encompass More Asset Management's SPY Position: Q2 2026 in Review

Encompass More Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, selling an estimated $346K and leaving 2,558 shares worth $1.91M. The position accounts for 0.28% of the portfolio, ranked #71.

Encompass More Asset Management first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $25M in Q2 2025. 823 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Encompass More Asset Management held 2,558 shares of State Street SPDR S&P 500 ETF Trust worth $1.91M as of Q2 2026.
  • Encompass More Asset Management sold 477 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $346K.
  • State Street SPDR S&P 500 ETF Trust made up 0.28% of Encompass More Asset Management's portfolio in Q2 2026, its #71 holding.
  • Encompass More Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
  • Encompass More Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $25M in Q2 2025.
  • 823 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.