Cornerstone Management
SPY icon

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

Cornerstone 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
Q3 		$438K Buy
574
+58
+11% +$44.1K 0.07% 44
2026
Q2 		$385K Buy
516
+60
+13% +$43.5K 0.06% 45
2026
Q1 		$297K Hold
456
– – 0.05% 54
2025
Q4 		$311K Hold
456
– – 0.05% 53
2025
Q3 		$304K Hold
456
– – 0.05% 53
2025
Q2 		$282K Sell
456
-145
-24% -$82.9K 0.05% 53
2025
Q1 		$336K Buy
601
+98
+19% +$57.6K 0.06% 40
2024
Q4 		$295K Sell
503
-30
-6% -$17.7K 0.06% 43
2024
Q3 		$306K Buy
533
+5
+0.9% +$2.76K 0.06% 40
2024
Q2 		$287K Sell
528
-543
-51% -$284K 0.06% 40
2024
Q1 		$560K Buy
1,071
+131
+14% +$65.2K 0.12% 33
2023
Q4 		$447K Hold
940
– – 0.11% 35
2023
Q3 		$402K Hold
940
– – 0.11% 36
2023
Q2 		$417K Hold
940
– – 0.11% 35
2023
Q1 		$385K Sell
940
-630
-40% -$251K 0.1% 37
2022
Q4 		$600K Sell
1,570
-1,017
-39% -$391K 0.17% 32
2022
Q3 		$924K Sell
2,587
-566
-18% -$225K 0.25% 28
2022
Q2 		$1.19M Sell
3,153
-95
-3% -$38.9K 0.31% 28
2022
Q1 		$1.47M Sell
3,248
-90
-3% -$40.1K 0.36% 27
2021
Q4 		$1.59M Sell
3,338
-232
-6% -$107K 0.44% 24
2021
Q3 		$1.53M Sell
3,570
-2,753
-44% -$1.21M 0.4% 27
2021
Q2 		$2.71M Sell
6,323
-4,248
-40% -$1.77M 0.73% 23
2021
Q1 		$4.19M Sell
10,571
-24,339
-70% -$9.39M 1.2% 19
2020
Q4 		$13.1M Sell
34,910
-723
-2% -$257K 4.13% 6
2020
Q3 		$11.9M Sell
35,633
-4,647
-12% -$1.54M 3.93% 6
2020
Q2 		$12.4M Buy
40,280
+8,053
+25% +$2.36M 4.4% 6
2020
Q1 		$8.31M Buy
+32,227
New +$9.8M 3.83% 7

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Management's SPY Position: Q3 2026 in Review

Cornerstone Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q3 2026, buying an estimated $44.1K and bringing the position to 574 shares worth $438K. The position accounts for 0.07% of the portfolio, ranked #44.

Cornerstone Management first reported a position in SPY in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.1M in Q4 2020. 1,172 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Cornerstone Management held 574 shares of State Street SPDR S&P 500 ETF Trust worth $438K as of Q3 2026.
  • Cornerstone Management bought 58 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $44.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.07% of Cornerstone Management's portfolio in Q3 2026, its #44 holding.
  • Cornerstone Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 27 quarters since.
  • Cornerstone Management's State Street SPDR S&P 500 ETF Trust position peaked at $13.1M in Q4 2020.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Cornerstone Management's 13F filing for Q3 2026, filed 16 Oct 2026.