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SPDR S&P Dividend shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend 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 S&P Dividend by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $820k 5.4k 152.19

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Exxon Mobil Corporation (XOM)
Lam Research Corp Com New (LRCX)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Select Sector Spdr Tr St Str Finl Etf (XLF)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vaneck Etf Trust Gold Miners Etf (GDX)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr St Str Care Etf (XLV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Capstone Wealth Management Group

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Ameriprise Financial
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services
Pathstone Holdings

View all funds holding SPDR S&P Dividend