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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-41	Closed	-$24K	–	162
2024 Q4	$24K	Buy	+41	New	+$24K	0.02%	68