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

Cornerstone Planning Group’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	$1.08M	Sell	1,440 -62	-4%	-$45K	0.14%	72
2026 Q1	$1.09M	Buy	1,502 +110	+8%	+$74.8K	0.15%	70
2025 Q4	$968K	Buy	1,392 +1,358	+3,994%	+$918K	0.15%	60
2025 Q3	$3K	Sell	34 -1,437	-98%	-$921K	﹤0.01%	1077
2025 Q2	$923K	Sell	1,471 -1,596	-52%	-$912K	0.19%	36
2025 Q1	$1.64M	Buy	3,067 +1,514	+97%	+$890K	0.39%	23
2024 Q4	$931K	Sell	1,553 -42	-3%	-$24.7K	0.23%	30
2024 Q3	$928K	Sell	1,595 -5,733	-78%	-$3.17M	0.25%	28
2024 Q2	$3.79M	Buy	7,328 +5,380	+276%	+$2.82M	1.09%	17
2024 Q1	$996K	Sell	1,948 -23	-1%	-$11.5K	0.31%	26
2023 Q4	$937K	Buy	1,971 +7	+0.4%	+$3.12K	0.31%	29
2023 Q3	$840K	Buy	1,964 +10	+0.5%	+$4.45K	0.32%	30
2023 Q2	$866K	Buy	+1,954	New	+$820K	0.34%	31
2022 Q4	$126K	Buy	+325	New	+$125K	0.05%	132

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 Planning Group's SPY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.1% in Q2 2026, selling an estimated $45K and leaving 1,440 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #72.

Cornerstone Planning Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.79M in Q2 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cornerstone Planning Group held 1,440 shares of State Street SPDR S&P 500 ETF Trust worth $1.08M as of Q2 2026.
Cornerstone Planning Group sold 62 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $45K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Cornerstone Planning Group's portfolio in Q2 2026, its #72 holding.
Cornerstone Planning Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.79M in Q2 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.