Position history for Capital Wealth Planning, LLC's holdings in SPDR S&P 500 ETF TR
Capital Wealth Planning, LLC holds 57,003 shares of SPY (SPDR S&P 500 ETF TR), worth $38.9M as of 2025-Q4. The position was increased (++4.0% shares). SPY represents 0.3% of Capital Wealth Planning, LLC's portfolio.
Current Value
$38.9M
Current Shares
57,003
Total Value Change
+$12.3M
Total Shares Change
+8,144
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 57,003 |
+4.0% |
| $38.9M |
| 0.3% |
| $687.01 |
36 |
| 2025-Q3 | Decreased | 54,791 | -0.7% | $36.5M | 0.3% | $661.72 | 0 |
| 2025-Q2 | Increased | 55,181 | +3.7% | $34.1M | 0.3% | $611.40 | 36 |
| 2025-Q1 | Increased | 53,209 | +1.5% | $29.8M | 0.3% | $550.86 | 35 |
| 2024-Q4 | Increased | 52,412 | +0.5% | $30.7M | 0.3% | $581.39 | 34 |
| 2024-Q3 | Increased | 52,178 | +6.8% | $29.9M | 0.3% | $562.94 | 37 |
| 2024-Q2 | Decreased | 48,859 | -2.3% | $26.6M | 0.3% | $534.46 | 0 |