Capital Planning Advisors, LLC's ownership history for SPYM

Capital Planning Advisors, LLC currently holds 8.8K shares with a market value of $705.0K. It started holding SPYM on 2024-09-30. At its peak, it held 9.6K shares on 2025-03-31. Its highest holding value was $705.0K on 2025-12-31. At its lowest, it held 8.8K shares on 2025-12-31, with a value of $632.2K on 2025-03-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 459. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 672.