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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Planning Group's SPY Position: Q1 2026 in Review

Cornerstone Planning Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.9% in Q1 2026, buying an estimated $74.8K and bringing the position to 1,502 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #70.

Cornerstone Planning Group first reported a position in SPY in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.79M in Q2 2024. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cornerstone Planning Group held 1,502 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q1 2026.
Cornerstone Planning Group bought 110 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $74.8K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Cornerstone Planning Group's portfolio in Q1 2026, its #70 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 13 quarters since.
Cornerstone Planning Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.79M in Q2 2024.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.