Capital Planning Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Buy |
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|
2025
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.56M | Hold |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $969K | Sell |
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|
2022
Q4 | $917K | Sell |
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|
2022
Q3 | $862K | Sell |
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|
2022
Q2 | $937K | Sell |
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|
2022
Q1 | $1.16M | Hold |
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|
2021
Q4 | $1.22M | Hold |
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|
2021
Q3 | $1.1M | Hold |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.65M | Hold |
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|
2019
Q3 | $1.52M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.53M | Buy |
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|
2018
Q2 | $323K | Sell |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $697K | Sell |
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|
2017
Q1 | $704K | Sell |
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|
2016
Q4 | $724K | Hold |
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|
2016
Q3 | $700K | Hold |
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|
2016
Q2 | $678K | Hold |
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|
2016
Q1 | $665K | Sell |
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|
2015
Q4 | $701K | Buy |
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|
2015
Q3 | $571K | Buy |
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|
2015
Q2 | $610K | Buy |
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|
2015
Q1 | $591K | Hold |
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|
2014
Q4 | $589K | Buy |
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