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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
2025-12-31 $1.1M 1.6k 681.92
2025-09-30 $1.1M 1.6k 666.18
2025-06-30 $1.0M 1.6k 617.85
2025-03-31 $989k 1.8k 559.39
2024-12-31 $1.1M 1.8k 586.08

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Select Sector Spdr Tr State Street Tec (XLK)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (BILS)
Vaneck Etf Trust Gold Miners Etf (GDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Capstone Wealth Management Group

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors
Alkeon Capital Management
Wolverine Trading

View all funds holding Spdr S&p 500 Etf