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Capital & Planning LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Capital & Planning LLC’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.55K Buy
+7
New +$4.76K ﹤0.01% 123
2025
Q1 		– Sell
-41
Closed -$24K – 162
2024
Q4 		$24K Buy
+41
New +$24.2K 0.02% 68

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital & Planning LLC's SPY Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 7 shares worth $4.55K. The stake represents ﹤0.01% of the portfolio and ranks #123 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in SPY as recently as Q4 2024.

Capital & Planning LLC first reported a position in SPY in Q4 2024 and has held it in 2 quarters since. The position peaked at $24K in Q4 2024. 4,579 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Capital & Planning LLC held 7 shares of State Street SPDR S&P 500 ETF Trust worth $4.55K as of Q1 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Capital & Planning LLC position in Q1 2026.
  • State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #123 holding.
  • Capital & Planning LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's State Street SPDR S&P 500 ETF Trust position peaked at $24K in Q4 2024.
  • 4,579 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.