SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

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

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

Q1 2025
Shares 8,298 Value ($000) $338 Avg Close Range
Q4 2024
Shares 15,312 Value ($000) $688 Avg Close Range
Q3 2024
Shares 13,595 Value ($000) $619 Avg Close Range
Q2 2024
Shares 14,423 Value ($000) $599 Avg Close Range
Q1 2024
Shares 14,197 Value ($000) $611 Avg Close Range
Q4 2023
Shares 14,147 Value ($000) $597 Avg Close Range
Q3 2023
Shares 13,087 Value ($000) $483 Avg Close Range
Q2 2023
Shares 12,905 Value ($000) $501 Avg Close Range
Q1 2023
Shares 14,332 Value ($000) $541 Avg Close Range
Q4 2022
Shares 17,341 Value ($000) $641 Avg Close Range
Q3 2022
Shares 13,334 Value ($000) $454 Avg Close Range
Q2 2022
Shares 11,181 Value ($000) $402 Avg Close Range
Q1 2022
Shares 11,211 Value ($000) $472 Avg Close Range