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

Cornerstone National Bank & Trust’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	$326K	Buy	437 +65	+17%	+$47.1K	0.11%	70
2026 Q1	$244K	Hold	372	–	–	0.09%	73
2025 Q4	$254K	Hold	372	–	–	0.1%	63
2025 Q3	$248K	Hold	372	–	–	0.1%	60
2025 Q2	$230K	Hold	372	–	–	0.1%	62
2025 Q1	$208K	Hold	372	–	–	0.09%	62
2024 Q4	$218K	Hold	372	–	–	0.1%	62
2024 Q3	$213K	Hold	372	–	–	0.1%	61
2024 Q2	$202K	Buy	+372	New	+$195K	0.1%	62
2024 Q1	–	Sell	-621	Closed	-$295K	–	62
2023 Q4	$295K	Hold	621	–	–	0.16%	56
2023 Q3	$265K	Hold	621	–	–	0.16%	54
2023 Q2	$275K	Hold	621	–	–	0.16%	54
2023 Q1	$254K	Hold	621	–	–	0.14%	54
2022 Q4	$237K	Sell	621 -160	-20%	-$61.5K	0.13%	56
2022 Q3	$279K	Hold	781	–	–	0.15%	58
2022 Q2	$295K	Hold	781	–	–	0.15%	57
2022 Q1	$353K	Hold	781	–	–	0.16%	57
2021 Q4	$371K	Hold	781	–	–	0.16%	58
2021 Q3	$335K	Hold	781	–	–	0.15%	59
2021 Q2	$334K	Hold	781	–	–	0.15%	58
2021 Q1	$310K	Hold	781	–	–	0.15%	57
2020 Q4	$292K	Hold	781	–	–	0.16%	57
2020 Q3	$262K	Hold	781	–	–	0.17%	56
2020 Q2	$241K	Sell	781 -80	-9%	-$23.4K	0.18%	56
2020 Q1	$222K	Hold	861	–	–	0.2%	54
2019 Q4	$277K	Buy	+861	New	+$265K	0.25%	54

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cornerstone National Bank & Trust's SPY Position: Q2 2026 in Review

Cornerstone National Bank & Trust increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q2 2026, buying an estimated $47.1K and bringing the position to 437 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #70.

Cornerstone National Bank & Trust first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $371K in Q4 2021. 2,391 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cornerstone National Bank & Trust held 437 shares of State Street SPDR S&P 500 ETF Trust worth $326K as of Q2 2026.
Cornerstone National Bank & Trust bought 65 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.1K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #70 holding.
Cornerstone National Bank & Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Cornerstone National Bank & Trust's State Street SPDR S&P 500 ETF Trust position peaked at $371K in Q4 2021.
2,391 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.