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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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