Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $441K | Sell |
|
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|
2024
Q1 | $525K | Sell |
|
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|
2023
Q4 | $779K | Sell |
|
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|
2023
Q3 | $719K | Sell |
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|
2023
Q2 | $781K | Buy |
|
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $735K | Sell |
|
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $841K | Sell |
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|
2021
Q4 | $951K | Buy |
|