Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Buy	33,165 +793	+2%	+$37.3K	0.56%	35
2026 Q1	$1.47M	Buy	32,372 +1,886	+6%	+$86.7K	0.62%	35
2025 Q4	$1.32M	Buy	30,486 +5,532	+22%	+$240K	0.55%	35
2025 Q3	$1.1M	Buy	24,954 +348	+1%	+$15.3K	0.47%	35
2025 Q2	$1.04M	Buy	24,606 +684	+3%	+$28.7K	1%	22
2025 Q1	$1.06M	Sell	23,922 -7,276	-23%	-$320K	0.6%	39
2024 Q4	$1.35M	Buy	31,198 +728	+2%	+$33K	0.72%	34
2024 Q3	$1.39M	Sell	30,470 -6	-0%	-$261	0.82%	28
2024 Q2	$1.23M	Buy	30,476 +459	+2%	+$18.4K	0.8%	29
2024 Q1	$1.22M	Sell	30,017 -2,381	-7%	-$92.9K	0.88%	28
2023 Q4	$1.27M	Sell	32,398 -23,983	-43%	-$861K	1.2%	21
2023 Q3	$1.98M	Sell	56,381 -26,059	-32%	-$970K	2.05%	13
2023 Q2	$3.06M	Sell	82,440 -7,624	-8%	-$282K	3.15%	8
2023 Q1	$3.42M	Sell	90,064 -14,236	-14%	-$569K	3.79%	7
2022 Q4	$4.13M	Sell	104,300 -3,900	-4%	-$153K	4.44%	6
2022 Q3	$3.84M	Buy	108,200 +1,323	+1%	+$53.3K	4.91%	5
2022 Q2	$4.26M	Buy	106,877 +3,091	+3%	+$133K	5.14%	5
2022 Q1	$4.56M	Buy	103,786 +3,472	+3%	+$150K	4.56%	5
2021 Q4	$4.22M	Buy	+100,314	New	+$4.09M	3.43%	9

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPYD Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.4% in Q2 2026, buying an estimated $37.3K and bringing the position to 33,165 shares worth $1.58M. The position accounts for 0.56% of the portfolio, ranked #35.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPYD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.56M in Q1 2022. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 33,165 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.58M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 793 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.56% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #35 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.56M in Q1 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.