Capital Planning Advisors, LLC
Position in KIE — State Street(R) SPDR(R) S&P(R) Insurance ETF
CIK 1631941
Roseville, CA
All Filings in KIE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 KIE | $8,212,854 | 138,450 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 KIE | $8,464,261 | 141,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 KIE | $8,850,515 | 146,217 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 KIE | $8,242,537 | 145,834 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 KIE | $7,868,728 | 138,656 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 KIE | $6,873,500 | 137,939 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 KIE | $6,951,084 | 133,495 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 KIE | $6,170,540 | 136,456 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 KIE | $5,778,378 | 135,834 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 KIE | $5,720,542 | 139,935 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 KIE | $6,079,033 | 154,447 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 KIE | $7,685,618 | 187,683 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 KIE | $6,974,878 | 192,836 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 KIE | $6,057,211 | 160,032 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||