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

Capstone Wealth Management Group (Pennsylvania)’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	$326K	Sell	501 -1,905	-79%	-$1.3M	0.14%	76
2025 Q4	$1.64M	Buy	2,406 +2,056	+587%	+$1.39M	0.69%	29
2025 Q3	$233K	Buy	+350	New	+$224K	0.1%	69
2025 Q1	–	Sell	-363	Closed	-$213K	–	78
2024 Q4	$213K	Buy	363 +1	+0.3%	+$589	0.11%	73
2024 Q3	$208K	Sell	362 -10	-3%	-$5.53K	0.12%	71
2024 Q2	$203K	Sell	372 -194	-34%	-$102K	0.13%	68
2024 Q1	$296K	Buy	+566	New	+$282K	0.21%	64

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 Wealth Management Group (Pennsylvania)'s SPY Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 79% in Q1 2026, selling an estimated $1.3M and leaving 501 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #76.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPY in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 501 shares of State Street SPDR S&P 500 ETF Trust worth $326K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) sold 1,905 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.3M.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #76 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR S&P 500 ETF Trust position peaked at $1.64M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.