Capstone Wealth Management Group (Oregon)’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Capstone Wealth Management Group (Oregon)’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
2025 Q2	$1.01M	Sell
2025 Q1	$989K	Sell
2024 Q4	$1.06M	Buy