Capstone Wealth Management Group (Pennsylvania)’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
24,606
+684
| +3% | +$29K | 1% | 22 |
|
|
2025
Q1 | $1.06M | Sell |
23,922
-7,276
| -23% | -$322K | 0.6% | 39 |
|
|
2024
Q4 | $1.35M | Buy |
31,198
+728
| +2% | +$31.5K | 0.72% | 34 |
|
|
2024
Q3 | $1.39M | Sell |
30,470
-6
| -0% | -$274 | 0.82% | 28 |
|
|
2024
Q2 | $1.23M | Buy |
30,476
+459
| +2% | +$18.5K | 0.8% | 29 |
|
|
2024
Q1 | $1.22M | Sell |
30,017
-2,381
| -7% | -$96.9K | 0.88% | 28 |
|
|
2023
Q4 | $1.27M | Sell |
32,398
-23,983
| -43% | -$940K | 1.2% | 21 |
|
|
2023
Q3 | $1.98M | Sell |
56,381
-26,059
| -32% | -$914K | 2.05% | 13 |
|
|
2023
Q2 | $3.06M | Sell |
82,440
-7,624
| -8% | -$283K | 3.15% | 8 |
|
|
2023
Q1 | $3.42M | Sell |
90,064
-14,236
| -14% | -$541K | 3.79% | 7 |
|
|
2022
Q4 | $4.13M | Sell |
104,300
-3,900
| -4% | -$154K | 4.44% | 6 |
|
|
2022
Q3 | $3.84M | Buy |
108,200
+1,323
| +1% | +$46.9K | 4.91% | 5 |
|
|
2022
Q2 | $4.27M | Buy |
106,877
+3,091
| +3% | +$123K | 5.14% | 5 |
|
|
2022
Q1 | $4.56M | Buy |
103,786
+3,472
| +3% | +$153K | 4.56% | 5 |
|
|
2021
Q4 | $4.22M | Buy |
+100,314
| New | +$4.22M | 3.43% | 9 |
|