SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 30,486 Value ($000) $1,319 Avg Close — Range —
Q3 2025
Shares 24,954 Value ($000) $1,098 Avg Close — Range —
Q2 2025
Shares 24,606 Value ($000) $1,044 Avg Close — Range —
Q1 2025
Shares 23,922 Value ($000) $1,059 Avg Close — Range —
Q4 2024
Shares 31,198 Value ($000) $1,349 Avg Close — Range —
Q3 2024
Shares 30,470 Value ($000) $1,391 Avg Close — Range —
Q2 2024
Shares 30,476 Value ($000) $1,226 Avg Close — Range —
Q1 2024
Shares 30,017 Value ($000) $1,222 Avg Close — Range —
Q4 2023
Shares 32,398 Value ($000) $1,270 Avg Close — Range —
Q3 2023
Shares 56,381 Value ($000) $1,977 Avg Close — Range —
Q2 2023
Shares 82,440 Value ($000) $3,057 Avg Close — Range —
Q1 2023
Shares 90,064 Value ($000) $3,422 Avg Close — Range —
Q4 2022
Shares 104,300 Value ($000) $4,128 Avg Close — Range —
Q3 2022
Shares 108,200 Value ($000) $3,838 Avg Close — Range —
Q2 2022
Shares 106,877 Value ($000) $4,265 Avg Close — Range —
Q1 2022
Shares 103,786 Value ($000) $4,561 Avg Close — Range —
Q4 2021
Shares 100,314 Value ($000) $4,218 Avg Close — Range —