CPL
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Capital & Planning LLC’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Capital & Planning LLC’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$1.36K – 163
2024
Q4 		$1.36K Buy
+26
New +$1.36K ﹤0.01% 172