SPDR SER TR

Ticker: KIE CUSIP: 78464A789 Class: S&P INS ETF

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

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

Q3 2025
Shares 138,450 Value ($000) $8,213 Avg Close — Range —
Q2 2025
Shares 141,685 Value ($000) $8,464 Avg Close — Range —
Q1 2025
Shares 146,217 Value ($000) $8,851 Avg Close — Range —
Q4 2024
Shares 145,834 Value ($000) $8,243 Avg Close — Range —
Q3 2024
Shares 138,656 Value ($000) $7,869 Avg Close — Range —
Q2 2024
Shares 137,939 Value ($000) $6,874 Avg Close — Range —
Q1 2024
Shares 133,495 Value ($000) $6,951 Avg Close — Range —
Q4 2023
Shares 136,456 Value ($000) $6,171 Avg Close — Range —
Q3 2023
Shares 135,834 Value ($000) $5,778 Avg Close — Range —
Q2 2023
Shares 139,935 Value ($000) $5,721 Avg Close — Range —
Q1 2023
Shares 154,447 Value ($000) $6,079 Avg Close — Range —
Q4 2022
Shares 187,683 Value ($000) $7,686 Avg Close — Range —
Q3 2022
Shares 192,836 Value ($000) $6,975 Avg Close — Range —
Q2 2022
Shares 160,032 Value ($000) $6,057 Avg Close — Range —