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Spdr S&p 500 Etf shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf 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 500 Etf by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 362 574.02
2024-06-30 $203k 372 544.61
2024-03-31 $296k 566 523.20

More positions owned by Capstone Wealth Management Group

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Short Treas Bd (SHV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr S&p Divid Etf (SDY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Capstone Wealth Management Group

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf