CWMGP
SPYM

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

Capstone Wealth Management Group (Pennsylvania)’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,744
Closed -$327K – 77
2024
Q4 		$327K Sell
4,744
-1,044
-18% -$72.4K 0.18% 64
2024
Q3 		$391K Sell
5,788
-1,098
-16% -$71.4K 0.23% 60
2024
Q2 		$441K Sell
6,886
-1,649
-19% -$102K 0.29% 56
2024
Q1 		$525K Sell
8,535
-5,392
-39% -$316K 0.38% 52
2023
Q4 		$779K Sell
13,927
-379
-3% -$19.9K 0.74% 31
2023
Q3 		$719K Sell
14,306
-679
-5% -$35.5K 0.74% 32
2023
Q2 		$781K Buy
14,985
+434
+3% +$21.4K 0.81% 30
2023
Q1 		$701K Sell
14,551
-1,798
-11% -$84.4K 0.78% 25
2022
Q4 		$735K Sell
16,349
-219
-1% -$9.9K 0.79% 29
2022
Q3 		$696K Buy
16,568
+141
+0.9% +$6.58K 0.89% 28
2022
Q2 		$728K Buy
16,427
+595
+4% +$28.7K 0.88% 28
2022
Q1 		$841K Sell
15,832
-1,201
-7% -$62.9K 0.84% 29
2021
Q4 		$951K Buy
+17,033
New +$920K 0.77% 27

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 4,744 shares — an estimated $327K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPYM in Q4 2021 and held it in 13 quarters. The position peaked at $951K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 4,744 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $327K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 13 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $951K in Q4 2021.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

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