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

Cornerstone National Bank & Trust’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.98M Buy
98,106
+59,633
+155% +$3.57M 2.02% 17
2026
Q1 		$2.18M Buy
+38,473
New +$2.23M 0.8% 28

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Cornerstone National Bank & Trust increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 155% in Q2 2026, buying an estimated $3.57M and bringing the position to 98,106 shares worth $5.98M. The position accounts for 2.02% of the portfolio, ranked #17.

Cornerstone National Bank & Trust first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Cornerstone National Bank & Trust held 98,106 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.98M as of Q2 2026.
  • Cornerstone National Bank & Trust bought 59,633 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.57M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.02% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #17 holding.
  • Cornerstone National Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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