Cornerstone Planning Group
SPY icon

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
Q3 		$1.12M Sell
1,439
-1
-0.1% -$760 0.14% 73
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

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
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Cornerstone Planning Group's SPY Position: Q3 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q3 2026, selling an estimated $760 and leaving 1,439 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #73.

Cornerstone Planning Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.79M in Q2 2024. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Cornerstone Planning Group held 1,439 shares of State Street SPDR S&P 500 ETF Trust worth $1.12M as of Q3 2026.
  • Cornerstone Planning Group sold 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
  • State Street SPDR S&P 500 ETF Trust made up 0.14% of Cornerstone Planning Group's portfolio in Q3 2026, its #73 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 15 quarters since.
  • Cornerstone Planning Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.79M in Q2 2024.
  • 1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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