Capstone Wealth Management Group, LLC Spdr Portfolio Transaction History

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 2024

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 4,206 shares of SPYG stock, worth $383,250. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,206
Previous 4,204 0.05%
Holding current value
$383,250
Previous $336,000 3.57%
% of portfolio
0.2%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$73.38 - $84.1 $146 - $168
2 Added 0.05%
4,206 $348,000
Q2 2024

Aug 09, 2024
SELL
$68.71 - $80.95 $12,848 - $15,137
-187 Reduced 4.26%
4,204 $336,000
Q1 2024

Apr 18, 2024
SELL
$63.12 - $73.73 $4,355 - $5,087
-69 Reduced 1.55%
4,391 $321,000
Q4 2023

Jan 11, 2024
SELL
$57.02 - $65.3 $22,465 - $25,728
-394 Reduced 8.12%
4,460 $290,000
Q3 2023

Nov 09, 2023
SELL
$58.97 - $62.89 $82,734 - $88,234
-1,403 Reduced 22.42%
4,854 $287,000
Q2 2023

Jul 27, 2023
SELL
$54.76 - $61.01 $47,093 - $52,468
-860 Reduced 12.08%
6,257 $381,000
Q1 2023

Apr 13, 2023
SELL
$49.61 - $55.36 $137,568 - $153,513
-2,773 Reduced 28.04%
7,117 $393,000
Q4 2022

Jan 25, 2023
SELL
$49.14 - $55.07 $79,754 - $89,378
-1,623 Reduced 14.1%
9,890 $0
Q3 2022

Nov 10, 2022
BUY
$50.1 - $61.86 $212,674 - $262,595
4,245 Added 58.41%
11,513 $577,000
Q2 2022

Aug 12, 2022
BUY
$50.47 - $67.39 $13,525 - $18,060
268 Added 3.83%
7,268 $380,000
Q1 2022

Apr 12, 2022
SELL
$59.17 - $73.03 $30,945 - $38,194
-523 Reduced 6.95%
7,000 $463,000
Q4 2021

Apr 12, 2022
BUY
$63.39 - $73.48 $476,882 - $552,790
7,523 New
7,523 $545,000

Others Institutions Holding SPYG

# of Institutions
1,097
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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