Compass Planning Associates Inc's ownership history for SPY

Compass Planning Associates Inc currently holds 32.6K shares with a market value of $21.7M. 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 32.6K shares on 2025-09-30, with a value of $19.9M on 2025-03-31. In the recent 180 days, Compass Planning Associates Inc has decreased its shares by 3.1K.