Capstone Triton Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Capstone Triton Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$954K	Buy	1,430 +685	+92%	+$466K	1.66%	15
2025 Q4	$508K	Sell	745 -17	-2%	-$11.5K	0.34%	68
2025 Q3	$508K	Buy	+762	New	+$488K	0.34%	71
2024 Q4	$454K	Sell	775 -14	-2%	-$8.25K	0.28%	80
2024 Q3	$453K	Sell	789 -10	-1%	-$5.53K	0.29%	78
2024 Q2	$435K	Sell	799 -18	-2%	-$9.42K	0.31%	74
2024 Q1	$427K	Hold	817	–	–	0.3%	77
2023 Q4	$388K	Buy	817 +6	+0.7%	+$2.67K	0.28%	77
2023 Q3	$347K	Buy	811 +53	+7%	+$23.6K	0.25%	76
2023 Q2	$336K	Hold	758	–	–	0.23%	79
2023 Q1	$310K	Sell	758 -75	-9%	-$29.9K	0.23%	81
2022 Q4	$319K	Hold	833	–	–	0.26%	78
2022 Q3	$298K	Hold	833	–	–	0.25%	78
2022 Q2	$332K	Sell	833 -103	-11%	-$42.2K	0.25%	79
2022 Q1	$391K	Sell	936 -69	-7%	-$30.7K	0.27%	80
2021 Q4	$479K	Buy	1,005 +24	+2%	+$11K	0.97%	49
2021 Q3	$447K	Buy	981 +394	+67%	+$174K	0.27%	84
2021 Q2	$251K	Hold	587	–	–	0.15%	104
2021 Q1	$233K	Hold	587	–	–	0.15%	100
2020 Q4	$219K	Buy	+587	New	+$208K	0.13%	99

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Triton Financial Group's SPY Position: Q1 2026 in Review

Capstone Triton Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 92% in Q1 2026, buying an estimated $466K and bringing the position to 1,430 shares worth $954K. The position accounts for 1.66% of the portfolio, ranked #15.

Capstone Triton Financial Group first reported a position in SPY in Q4 2020 and has held it in 20 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Capstone Triton Financial Group held 1,430 shares of State Street SPDR S&P 500 ETF Trust worth $954K as of Q1 2026.
Capstone Triton Financial Group bought 685 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $466K.
State Street SPDR S&P 500 ETF Trust made up 1.66% of Capstone Triton Financial Group's portfolio in Q1 2026, its #15 holding.
Capstone Triton Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 20 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.