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Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Capital Wealth Planning, LLC holds 63,571 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $47.5M as of 2026-Q2. The position was increased (+2.8% shares). SPY represents 0.2% of Capital Wealth Planning, LLC's portfolio.

Current Value

$47.5M

Current Shares

63,571

Total Value Change

+$17.5M

Total Shares Change

+11,393

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
63,571
+2.8%
$47.5M0.2%$746.77
36
2026-Q1
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

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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