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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.27K	Sell	60 -72	-55%	-$6.14K	﹤0.01%	607
2026 Q1	$10.1K	Hold	132	–	–	0.01%	311
2025 Q4	$10.6K	Buy	+132	New	+$10.5K	0.01%	273

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Cornerstone Financial Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 55% in Q2 2026, selling an estimated $6.14K and leaving 60 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Cornerstone Financial Management first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6K in Q4 2025. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cornerstone Financial Management held 60 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.27K as of Q2 2026.
Cornerstone Financial Management sold 72 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.14K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #607 holding.
Cornerstone Financial Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
Cornerstone Financial Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.6K in Q4 2025.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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