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SPY
Showing 8 of 29 quarters

Position history for Capital Wealth Planning, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Capital Wealth Planning, LLC holds 61,867 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $40.2M as of 2026-Q1. The position was increased (+8.5% shares). SPY represents 0.2% of Capital Wealth Planning, LLC's portfolio.

Current Value

$40.2M

Current Shares

61,867

Total Value Change

+$13.6M

Total Shares Change

+13,008

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
61,867
+8.5%
$40.2M0.2%$680.33
38
2025-Q4
Increased
57,003
+4.0%
$38.9M0.3%$687.01
36
2025-Q3
Decreased
54,791
-0.7%
$36.5M0.3%$661.72
0
2025-Q2
Increased
55,181
+3.7%
$34.1M0.3%$611.40
36
2025-Q1
Increased
53,209
+1.5%
$29.8M0.3%$550.86
35
2024-Q4
Increased
52,412
+0.5%
$30.7M0.3%$581.39
34
2024-Q3
Increased
52,178
+6.8%
$29.9M0.3%$562.94
37
2024-Q2
Decreased
48,859
-2.3%
$26.6M0.3%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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