Spdr S&p 500 Etf shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 2.2k | 681.92 |
| 2025-09-30 | $1.5M | 2.3k | 666.18 |
| 2025-06-30 | $1.4M | 2.2k | 617.85 |
| 2025-03-31 | $1.2M | 2.2k | 559.39 |
| 2024-12-31 | $1.3M | 2.2k | 586.08 |
| 2024-09-30 | $1.6M | 2.7k | 573.76 |
| 2024-06-30 | $1.5M | 2.7k | 544.22 |
| 2024-03-31 | $1.4M | 2.7k | 523.07 |
| 2023-12-31 | $1.4M | 3.0k | 475.31 |
| 2023-09-30 | $1.0M | 2.4k | 427.48 |
| 2023-06-30 | $1.0M | 2.4k | 443.28 |
| 2023-03-31 | $969k | 2.4k | 409.39 |
| 2022-12-31 | $917k | 2.4k | 382.43 |
| 2022-09-30 | $862k | 2.4k | 357.08 |
| 2022-06-30 | $937k | 2.5k | 377.37 |
| 2022-03-31 | $1.2M | 2.6k | 451.65 |
| 2021-12-31 | $1.2M | 2.6k | 474.95 |
| 2021-09-30 | $1.1M | 2.6k | 429.13 |
| 2021-06-30 | $1.1M | 2.6k | 427.96 |
| 2021-03-31 | $1.0M | 2.6k | 396.50 |
| 2020-12-31 | $1.0M | 2.7k | 373.99 |
| 2020-09-30 | $1.1M | 3.2k | 334.79 |
| 2020-06-30 | $1.1M | 3.4k | 308.36 |
| 2020-03-31 | $1.1M | 4.2k | 257.65 |
| 2019-12-31 | $1.6M | 5.1k | 321.85 |
| 2019-09-30 | $1.5M | 5.1k | 296.81 |
| 2019-06-30 | $1.6M | 5.4k | 292.92 |
| 2019-03-31 | $1.5M | 5.4k | 282.48 |
| 2018-12-31 | $1.2M | 4.9k | 249.95 |
| 2018-09-30 | $1.5M | 5.3k | 290.66 |
| 2018-06-30 | $323k | 1.2k | 270.97 |
| 2018-03-31 | $1.5M | 5.5k | 263.08 |
| 2017-12-31 | $1.3M | 4.9k | 266.90 |
| 2017-09-30 | $5.5M | 22k | 251.22 |
| 2017-06-30 | $697k | 2.9k | 241.85 |
| 2017-03-31 | $704k | 3.0k | 235.69 |
| 2016-12-31 | $724k | 3.2k | 223.66 |
| 2016-09-30 | $700k | 3.2k | 216.25 |
| 2016-06-30 | $4.6M | 22k | 209.45 |
| 2016-03-31 | $665k | 3.2k | 205.44 |
| 2015-12-31 | $701k | 3.4k | 203.96 |
| 2015-09-30 | $571k | 3.0k | 191.48 |
| 2015-06-30 | $4.6M | 23k | 205.73 |
| 2015-03-31 | $7.5k | 14k | 0.52 |
| 2014-12-31 | $5.2M | 25k | 205.58 |