Capstone Wealth Management Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Capstone Wealth Management Group, LLC

  • $236 Million
  • Q3 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 27,242 shares of SPYV stock, worth $1.53 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
27,242
Previous 27,233 0.03%
Holding current value
$1.53 Million
Previous $1.43 Million 5.75%
% of portfolio
0.64%
Previous 1.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$52.12 - $55.33 $469 - $497
9 Added 0.03%
27,242 $1.51 Million
Q2 2025

Jul 23, 2025
BUY
$45.11 - $52.34 $142,818 - $165,708
3,166 Added 13.15%
27,233 $1.43 Million
Q1 2025

Apr 28, 2025
SELL
$49.78 - $53.19 $469,624 - $501,794
-9,434 Reduced 28.16%
24,067 $1.23 Million
Q4 2024

Jan 14, 2025
BUY
$51.09 - $55.27 $394,619 - $426,905
7,724 Added 29.96%
33,501 $1.71 Million
Q3 2024

Oct 15, 2024
BUY
$48.51 - $52.86 $58,017 - $63,220
1,196 Added 4.87%
25,777 $1.36 Million
Q2 2024

Aug 09, 2024
BUY
$47.37 - $50.09 $17,953 - $18,984
379 Added 1.57%
24,581 $1.2 Million
Q1 2024

Apr 18, 2024
BUY
$45.88 - $50.1 $56,615 - $61,823
1,234 Added 5.37%
24,202 $1.21 Million
Q4 2023

Jan 11, 2024
SELL
$39.63 - $46.73 $25,759 - $30,374
-650 Reduced 2.75%
22,968 $1.07 Million
Q3 2023

Nov 09, 2023
BUY
$41.15 - $44.69 $35,018 - $38,031
851 Added 3.74%
23,618 $974,000
Q2 2023

Jul 27, 2023
BUY
$40.17 - $43.27 $90,623 - $97,617
2,256 Added 11.0%
22,767 $983,000
Q1 2023

Apr 13, 2023
SELL
$38.68 - $42.77 $75,387 - $83,358
-1,949 Reduced 8.68%
20,511 $835,000
Q4 2022

Jan 25, 2023
SELL
$34.79 - $40.71 $73,859 - $86,427
-2,123 Reduced 8.64%
22,460 $0
Q3 2022

Nov 10, 2022
BUY
$34.49 - $40.43 $29,833 - $34,971
865 Added 3.65%
24,583 $848,000
Q2 2022

Aug 12, 2022
BUY
$35.93 - $42.52 $33,881 - $40,096
943 Added 4.14%
23,718 $873,000
Q1 2022

Apr 12, 2022
BUY
$39.54 - $42.64 $22,893 - $24,688
579 Added 2.61%
22,775 $951,000
Q4 2021

Apr 12, 2022
BUY
$39.14 - $42.04 $868,751 - $933,119
22,196 New
22,196 $932,000

Others Institutions Holding SPYV

# of Institutions
1,179
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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