Capstone Wealth Management Group, LLC Spdr Portfolio Transaction History

Capstone Wealth Management Group, LLC

$172 Million
Q1 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 7,487 shares of SPMD stock, worth $394,490. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,487

Previous 24,932 69.97%

Holding current value

$394,490

Previous $1.36 Million 71.9%

% of portfolio

0.22%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$50.21 - $57.73 $875,913 - $1.01 Million	-17,445 Reduced 69.97%	7,487 $383,000
Q4 2024 Jan 14, 2025	BUY	$54.13 - $59.56 $1.35 Million - $1.48 Million	24,932 New	24,932 $1.36 Million
Q4 2022 Jan 25, 2023	SELL	$39.32 - $45.21 $120,594 - $138,659	-3,067 Reduced 15.33%	16,940 $0
Q3 2022 Nov 10, 2022	BUY	$38.55 - $46.17 $30,377 - $36,381	788 Added 4.1%	20,007 $771,000
Q2 2022 Aug 12, 2022	BUY	$38.67 - $47.45 $49,420 - $60,641	1,278 Added 7.12%	19,219 $763,000
Q1 2022 Apr 12, 2022	BUY	$44.15 - $50.14 $20,397 - $23,164	462 Added 2.64%	17,941 $846,000
Q4 2021 Apr 12, 2022	BUY	$46.63 - $50.95 $815,045 - $890,555	17,479 New	17,479 $869,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Capstone Wealth Management Group, LLC Spdr Portfolio Transaction History