Capstone Wealth Management Group, LLC Spdr S&P 500 ETF Trust Transaction History

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 363 shares of SPY stock, worth $218,907. This represents 0.11% of its overall portfolio holdings.

Number of Shares
363
Previous 362 0.28%
Holding current value
$218,907
Previous $207,000 2.42%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$567.81 - $607.81 $567 - $607
1 Added 0.28%
363 $212,000
Q3 2024

Oct 15, 2024
SELL
$517.38 - $573.86 $5,173 - $5,738
-10 Reduced 2.69%
362 $207,000
Q2 2024

Aug 09, 2024
SELL
$495.16 - $548.49 $96,061 - $106,407
-194 Reduced 34.28%
372 $202,000
Q1 2024

Apr 18, 2024
BUY
$467.28 - $523.17 $264,480 - $296,114
566 New
566 $296,000

Others Institutions Holding SPY

# of Institutions
4,594
Shares Held
576M
Call Options Held
285M
Put Options Held
654M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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