Capstone Wealth Management Group, Inc.’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Capstone Wealth Management Group, Inc.’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$820K	Buy	+5,388	New	+$803K	0.49%	48

Other funds holding SDY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s SDY Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 5,388 shares worth $820K. The stake represents 0.49% of the portfolio and ranks #48 among its holdings.

535 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Capstone Wealth Management Group, Inc. held 5,388 shares of State Street SPDR S&P Dividend ETF worth $820K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.49% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #48 holding.
535 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.