Capstone Wealth Management Group, LLC Spdr Portfolio Short Term Corp Transaction History
Capstone Wealth Management Group, LLC
- $104 Million
- Q2 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 23,795 shares of SPSB stock, worth $716,705. This represents 0.69% of its overall portfolio holdings.
Number of Shares
23,795
Previous 34,442
30.91%
Holding current value
$716,705
Previous $1.04 Million
30.69%
% of portfolio
0.69%
Previous 0.6%
Shares
13 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio