CPL
SPYV icon

Capital & Planning LLC’s State Street 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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54K Buy
+27
New +$1.57K ﹤0.01% 150
2025
Q1 		– Sell
-26
Closed -$1.36K – 163
2024
Q4 		$1.36K Buy
+26
New +$1.38K ﹤0.01% 172

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Capital & Planning LLC opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026: 27 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in SPYV as recently as Q4 2024.

Capital & Planning LLC first reported a position in SPYV in Q4 2024 and has held it in 2 quarters since. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Capital & Planning LLC held 27 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.54K as of Q1 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Capital & Planning LLC position in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #150 holding.
  • Capital & Planning LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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