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

Capital Planning’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,065
Closed -$408K – 74
2022
Q4 		$408K Buy
+1,065
New +$408K 0.18% 62