Compass Planning Associates Inc's ownership history for SPY

Compass Planning Associates Inc currently holds 29.6K shares with a market value of $20.2M. It started holding SPY on 2024-12-31. At its peak, it held 36.3K shares on 2025-06-30. Its highest holding value was $22.4M on 2025-06-30. At its lowest, it held 29.6K shares on 2025-12-31, with a value of $19.9M on 2025-03-31. In the recent 180 days, Compass Planning Associates Inc has decreased its shares by 6.7K. In the recent year, Compass Planning Associates Inc has decreased its shares by 5.3K.