Capstone Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Capstone Wealth Management Group, LLC

$172 Million
Q1 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 22,355 shares of SDY stock, worth $3.01 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

22,355

Previous 36,742 39.16%

Holding current value

$3.01 Million

Previous $4.85 Million 37.5%

% of portfolio

1.77%

Previous 2.62%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$128.74 - $138.67 $1.85 Million - $2 Million	-14,387 Reduced 39.16%	22,355 $3.03 Million
Q4 2024 Jan 14, 2025	BUY	$131.66 - $144.0 $3,818 - $4,176	29 Added 0.08%	36,742 $4.85 Million
Q3 2024 Oct 15, 2024	BUY	$125.95 - $142.04 $18,262 - $20,595	145 Added 0.4%	36,713 $5.21 Million
Q2 2024 Aug 09, 2024	BUY	$124.6 - $132.46 $177,555 - $188,755	1,425 Added 4.05%	36,568 $4.65 Million
Q1 2024 Apr 18, 2024	SELL	$122.28 - $131.24 $550,749 - $591,104	-4,504 Reduced 11.36%	35,143 $4.61 Million
Q4 2023 Jan 11, 2024	SELL	$110.2 - $125.58 $38,129 - $43,450	-346 Reduced 0.87%	39,647 $4.95 Million
Q3 2023 Nov 09, 2023	SELL	$115.01 - $127.58 $90,052 - $99,895	-783 Reduced 1.92%	39,993 $4.6 Million
Q2 2023 Jul 27, 2023	SELL	$117.3 - $124.97 $3.86 Million - $4.11 Million	-32,906 Reduced 44.66%	40,776 $5 Million
Q1 2023 Apr 13, 2023	SELL	$117.74 - $132.18 $279,632 - $313,927	-2,375 Reduced 3.12%	73,682 $9.12 Million
Q4 2022 Jan 25, 2023	SELL	$112.65 - $131.57 $294,129 - $343,529	-2,611 Reduced 3.32%	76,057 $0
Q3 2022 Nov 10, 2022	BUY	$111.5 - $132.34 $44,265 - $52,538	397 Added 0.51%	78,668 $8.77 Million
Q2 2022 Aug 12, 2022	BUY	$114.07 - $132.3 $69,582 - $80,703	610 Added 0.79%	78,271 $9.29 Million
Q1 2022 Apr 12, 2022	BUY	$121.65 - $130.75 $190,747 - $205,016	1,568 Added 2.06%	77,661 $9.95 Million
Q4 2021 Apr 12, 2022	BUY	$118.81 - $129.12 $9.04 Million - $9.83 Million	76,093 New	76,093 $9.83 Million

Others Institutions Holding SDY

# of Institutions

1,320

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Capstone Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History