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Spdr Ser Tr shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 42k 99.52
2025-06-30 $4.4M 44k 99.43
2025-03-31 $4.0M 40k 99.49
2024-12-31 $3.5M 35k 99.15

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Spdr Series Trust Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capstone Wealth Management Group

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Miller Investment Management
Ameriprise Financial
Wells Fargo & Company
Advisor Group Holdings
Sargent Investment Group
Kovitz Investment Group Partners
Bell State Bank and Trust
Royal Bank of Canada
Pecaut & Co.
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding Spdr Ser Tr