Capstone Wealth Management Group, LLC Spdr S&P 600 Small Cap Value E Transaction History

Capstone Wealth Management Group, LLC

  • $104 Million
  • Q2 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 2,789 shares of SLYV stock, worth $232,937. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,789
Previous 2,774 0.54%
Holding current value
$232,937
Previous $217,000 2.3%
% of portfolio
0.21%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$67.03 - $80.35 $1,005 - $1,205
15 Added 0.54%
2,789 $222,000
Q1 2025

Apr 28, 2025
BUY
$77.33 - $90.16 $927 - $1,081
12 Added 0.43%
2,774 $217,000
Q4 2024

Jan 14, 2025
SELL
$84.34 - $95.14 $2,445 - $2,759
-29 Reduced 1.04%
2,762 $240,000
Q3 2024

Oct 15, 2024
BUY
$77.23 - $87.97 $1,158 - $1,319
15 Added 0.54%
2,791 $242,000
Q2 2024

Aug 09, 2024
BUY
$76.01 - $82.53 $1,368 - $1,485
18 Added 0.65%
2,776 $217,000
Q1 2024

Apr 18, 2024
BUY
$77.43 - $82.98 $14,401 - $15,434
186 Added 7.23%
2,758 $228,000
Q4 2023

Jan 11, 2024
BUY
$66.67 - $84.55 $171,475 - $217,462
2,572 New
2,572 $214,000
Q1 2022

Apr 12, 2022
SELL
$78.85 - $87.08 $259,653 - $286,754
-3,293 Closed
0 $0
Q4 2021

Apr 12, 2022
BUY
$80.48 - $90.28 $265,020 - $297,292
3,293 New
3,293 $279,000

Others Institutions Holding SLYV

# of Institutions
617
Shares Held
34.8M
Call Options Held
2.8K
Put Options Held
900
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email