SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q2 2022
Shares 34,290 Value ($000) $1,793 Avg Close Range
Q1 2022
Shares 35,033 Value ($000) $2,320 Avg Close Range
Q4 2021
Shares 34,608 Value ($000) $2,508 Avg Close Range
Q3 2021
Shares 34,649 Value ($000) $2,218 Avg Close Range
Q2 2021
Shares 33,337 Value ($000) $2,099 Avg Close Range
Q1 2021
Shares 32,156 Value ($000) $1,814 Avg Close Range
Q4 2020
Shares 40,959 Value ($000) $2,265 Avg Close Range
Q3 2020
Shares 38,169 Value ($000) $1,913 Avg Close Range
Q2 2020
Shares 41,420 Value ($000) $1,861 Avg Close Range
Q1 2020
Shares 30,508 Value ($000) $1,090 Avg Close Range
Q4 2019
Shares 31,056 Value ($000) $1,302 Avg Close Range
Q3 2019
Shares 29,679 Value ($000) $1,154 Avg Close Range