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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Quarterly reported holdings in Spdr S&p 500 Etf by Capasso Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 58k | 666.18 |
| 2025-06-30 | $46M | 75k | 617.85 |
| 2025-03-31 | $53M | 95k | 559.39 |
| 2024-12-31 | $66M | 112k | 586.08 |
| 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 |