CWMGO
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Sell
1,628
-140
-8% -$86.5K 0.73% 37
2025
Q1 		$989K Sell
1,768
-35
-2% -$19.6K 0.79% 35
2024
Q4 		$1.06M Buy
+1,803
New +$1.06M 0.8% 34