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Spdr S&p 500 Etf shares owned by Capital & Planning

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

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Capital & Planning 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 Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6k 7 650.29
2024-12-31 $24k 41 586.07