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Technology SPDR shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR 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 Technology SPDR by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 24k 281.86
2025-06-30 $6.0M 24k 253.23
2025-03-31 $5.3M 26k 206.48
2024-12-31 $6.1M 26k 232.52

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 Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR