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
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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 |
|---|---|---|---|
| 2024-09-30 | $5.2M | 37k | 142.04 |
| 2024-06-30 | $4.7M | 37k | 127.18 |
| 2024-03-31 | $4.6M | 35k | 131.24 |
| 2023-12-31 | $5.0M | 40k | 124.97 |
| 2023-09-30 | $4.6M | 40k | 115.01 |
| 2023-06-30 | $5.0M | 41k | 122.58 |
| 2023-03-31 | $9.1M | 74k | 123.71 |
| 2022-12-31 | $9.5M | 76k | 125.11 |
| 2022-09-30 | $8.8M | 79k | 111.49 |
| 2022-06-30 | $9.3M | 78k | 118.69 |
| 2022-03-31 | $9.9M | 78k | 128.11 |
| 2021-12-31 | $9.8M | 76k | 129.12 |
More positions owned by Capstone Wealth Management Group
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