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Spdr S&p 500 Etf shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $88M 154k 573.76
2024-06-30 $67M 122k 544.22
2024-03-31 $62M 118k 523.07
2023-12-31 $48M 101k 475.31
2023-09-30 $39M 92k 427.48
2023-06-30 $35M 78k 443.28
2023-03-31 $26M 63k 409.39
2022-12-31 $19M 50k 382.43
2022-09-30 $15M 41k 357.17
2022-06-30 $8.1M 22k 377.23
2022-03-31 $1.9M 4.3k 451.65