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Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q1 2026 holdings

Shares (Q1 2026)
2,180
Value
$1.42M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of SPY by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20262,180$1.42M0.2%−32−1.4%ReducedHolders
Q4 20252,212$1.51M0.2%−39−1.7%ReducedHolders
Q3 20252,251$1.50M0.2%+24+1.1%AddedHolders
Q2 20252,227$1.38M0.2%00.0%UnchangedHolders
Q1 20252,227$1.25M0.2%00.0%UnchangedHolders
Q4 20242,227$1.31M0.2%−500−18.3%ReducedHolders
Q3 20242,727$1.56M0.2%00.0%UnchangedHolders
Q2 20242,727$1.48M0.3%+39+1.5%AddedHolders
Q1 20242,688$1.41M0.2%−330−10.9%ReducedHolders
Q4 20233,018$1.43M0.3%+650+27.4%AddedHolders
Q3 20232,368$1.01M0.2%00.0%UnchangedHolders
Q2 20232,368$1.05M0.2%00.0%UnchangedHolders
Q1 20232,368$969.4K0.2%−29−1.2%ReducedHolders
Q4 20222,397$916.7K0.2%−17−0.7%ReducedHolders
Q3 20222,414$862.0K0.2%−69−2.8%ReducedHolders
Q2 20222,483$937.0K0.2%−92−3.6%ReducedHolders
Q1 20222,575$1.16M0.2%00.0%UnchangedHolders
Q4 20212,575$1.22M0.2%00.0%UnchangedHolders
Q3 20212,575$1.10M0.2%00.0%UnchangedHolders
Q2 20212,575$1.10M0.2%00.0%UnchangedHolders
Q1 20212,575$1.02M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.