Encompass Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Encompass Wealth Advisors’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 Q3	$557K	Buy	730 +365	+100%	+$277K	0.08%	97
2026 Q2	$273K	Sell	365 -44	-11%	-$31.9K	0.08%	95
2026 Q1	$266K	Buy	409 +6	+1%	+$4.08K	0.09%	86
2025 Q4	$275K	Sell	403 -1,000	-71%	-$676K	0.09%	88
2025 Q3	$935K	Hold	1,403	–	–	0.32%	46
2025 Q2	$867K	Sell	1,403 -79	-5%	-$45.2K	0.32%	46
2025 Q1	$829K	Sell	1,482 -11	-0.7%	-$6.47K	0.34%	44
2024 Q4	$875K	Buy	1,493 +37	+3%	+$21.8K	0.35%	42
2024 Q3	$835K	Hold	1,456	–	–	0.21%	98
2024 Q2	$792K	Sell	1,456 -28	-2%	-$14.7K	0.21%	97
2024 Q1	$776K	Hold	1,484	–	–	0.21%	101
2023 Q4	$705K	Hold	1,484	–	–	0.21%	94
2023 Q3	$634K	Sell	1,484 -75	-5%	-$33.4K	0.21%	89
2023 Q2	$691K	Hold	1,559	–	–	0.22%	86
2023 Q1	$638K	Hold	1,559	–	–	0.22%	87
2022 Q4	$596K	Sell	1,559 -75	-5%	-$28.8K	0.22%	87
2022 Q3	$584K	Sell	1,634 -37	-2%	-$14.7K	0.22%	86
2022 Q2	$630K	Sell	1,671 -303	-15%	-$124K	0.22%	79
2022 Q1	$891K	Buy	1,974 +340	+21%	+$151K	0.22%	74
2021 Q4	$776K	Buy	1,634 +75	+5%	+$34.4K	0.19%	92
2021 Q3	$669K	Sell	1,559 -75	-5%	-$33.1K	0.17%	104
2021 Q2	$699K	Hold	1,634	–	–	0.17%	105
2021 Q1	$679K	Buy	1,634 +40	+3%	+$15.4K	0.17%	104
2020 Q4	$596K	Buy	+1,594	New	+$566K	0.34%	57

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Encompass Wealth Advisors's SPY Position: Q3 2026 in Review

Encompass Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 100% in Q3 2026, buying an estimated $277K and bringing the position to 730 shares worth $557K. The position accounts for 0.08% of the portfolio, ranked #97.

Encompass Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $935K in Q3 2025. 1,922 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Encompass Wealth Advisors held 730 shares of State Street SPDR S&P 500 ETF Trust worth $557K as of Q3 2026.
Encompass Wealth Advisors bought 365 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $277K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Encompass Wealth Advisors's portfolio in Q3 2026, its #97 holding.
Encompass Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
Encompass Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $935K in Q3 2025.
1,922 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.