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

Capstone Wealth Management Group (Pennsylvania)’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,168
Closed -$366K – 79
2024
Q4 		$366K Sell
4,168
-38
-0.9% -$3.28K 0.2% 62
2024
Q3 		$349K Buy
4,206
+2
+0% +$160 0.21% 63
2024
Q2 		$337K Sell
4,204
-187
-4% -$14K 0.22% 61
2024
Q1 		$321K Sell
4,391
-69
-2% -$4.8K 0.23% 61
2023
Q4 		$290K Sell
4,460
-394
-8% -$24.3K 0.27% 53
2023
Q3 		$288K Sell
4,854
-1,403
-22% -$85.9K 0.3% 48
2023
Q2 		$382K Sell
6,257
-860
-12% -$49.3K 0.39% 44
2023
Q1 		$394K Sell
7,117
-2,773
-28% -$147K 0.44% 38
2022
Q4 		$501K Sell
9,890
-1,623
-14% -$84.4K 0.54% 36
2022
Q3 		$577K Buy
11,513
+4,245
+58% +$239K 0.74% 32
2022
Q2 		$380K Buy
7,268
+268
+4% +$15.4K 0.46% 43
2022
Q1 		$463K Sell
7,000
-523
-7% -$34K 0.46% 41
2021
Q4 		$545K Buy
+7,523
New +$525K 0.44% 46

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPYG Position: Q1 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 4,168 shares — an estimated $366K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPYG in Q4 2021 and held it in 13 quarters. The position peaked at $577K in Q3 2022. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 4,168 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $366K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 13 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $577K in Q3 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2025, filed 28 Apr 2025.