Cornerstone Financial Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cornerstone Financial Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Sell	1,541 -399	-21%	-$289K	0.92%	33
2026 Q1	$1.26M	Hold	1,940	–	–	1.16%	27
2025 Q4	$1.32M	Buy	+1,940	New	+$1.31M	1.24%	23

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Financial Management's SPY Position: Q2 2026 in Review

Cornerstone Financial Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q2 2026, selling an estimated $289K and leaving 1,541 shares worth $1.15M. The position accounts for 0.92% of the portfolio, ranked #33.

Cornerstone Financial Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cornerstone Financial Management held 1,541 shares of State Street SPDR S&P 500 ETF Trust worth $1.15M as of Q2 2026.
Cornerstone Financial Management sold 399 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $289K.
State Street SPDR S&P 500 ETF Trust made up 0.92% of Cornerstone Financial Management's portfolio in Q2 2026, its #33 holding.
Cornerstone Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
Cornerstone Financial Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.32M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.