SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 45,020 Value ($000) $1,999 Avg Close Range
Q3 2025
Shares 43,395 Value ($000) $1,857 Avg Close Range
Q2 2025
Shares 42,254 Value ($000) $1,711 Avg Close Range
Q1 2025
Shares 39,466 Value ($000) $1,437 Avg Close Range
Q4 2024
Shares 36,441 Value ($000) $1,244 Avg Close Range
Q3 2024
Shares 30,539 Value ($000) $1,147 Avg Close Range
Q2 2024
Shares 27,001 Value ($000) $947 Avg Close Range
Q1 2024
Shares 18,898 Value ($000) $677 Avg Close Range
Q4 2023
Shares 16,253 Value ($000) $553 Avg Close Range
Q2 2020
Shares 13,559 Value ($000) $375 Avg Close Range
Q1 2020
Shares 8,699 Value ($000) $208 Avg Close Range
Q4 2019
Shares 9,211 Value ($000) $289 Avg Close Range
Q3 2019
Shares 8,953 Value ($000) $263 Avg Close Range