SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0001923052)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,967 Value ($000) $2,500 Avg Close — Range —
Q3 2025
Shares 18,556 Value ($000) $2,599 Avg Close — Range —
Q2 2025
Shares 19,164 Value ($000) $2,601 Avg Close — Range —
Q1 2025
Shares 22,355 Value ($000) $3,033 Avg Close — Range —
Q4 2024
Shares 36,742 Value ($000) $4,854 Avg Close — Range —
Q3 2024
Shares 36,713 Value ($000) $5,215 Avg Close — Range —
Q2 2024
Shares 36,568 Value ($000) $4,651 Avg Close — Range —
Q1 2024
Shares 35,143 Value ($000) $4,612 Avg Close — Range —
Q4 2023
Shares 39,647 Value ($000) $4,955 Avg Close — Range —
Q3 2023
Shares 39,993 Value ($000) $4,600 Avg Close — Range —
Q2 2023
Shares 40,776 Value ($000) $4,998 Avg Close — Range —
Q1 2023
Shares 73,682 Value ($000) $9,115 Avg Close — Range —
Q4 2022
Shares 76,057 Value ($000) $9,515 Avg Close — Range —
Q3 2022
Shares 78,668 Value ($000) $8,771 Avg Close — Range —
Q2 2022
Shares 78,271 Value ($000) $9,290 Avg Close — Range —
Q1 2022
Shares 77,661 Value ($000) $9,949 Avg Close — Range —
Q4 2021
Shares 76,093 Value ($000) $9,825 Avg Close — Range —