Cornerstone Planning Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cornerstone Planning Group’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.9K	Sell	602 -194	-24%	-$22.2K	0.01%	318
2026 Q1	$90.5K	Buy	796 +60	+8%	+$6.25K	0.01%	266
2025 Q4	$80.1K	Sell	736 -521	-41%	-$55.2K	0.01%	246
2025 Q3	$70.2K	Buy	+1,257	New	+$125K	0.01%	262
2024 Q3	–	Sell	-14	Closed	-$1.03K	–	1365
2024 Q2	$1.03K	Buy	+14	New	+$1.05K	﹤0.01%	932
2024 Q1	–	Sell	-2	Closed	-$130	–	1184
2023 Q4	$130	Hold	2	–	–	﹤0.01%	890
2023 Q3	$119	Sell	2 -307	-99%	-$18.8K	﹤0.01%	1080
2023 Q2	$18.9K	Buy	+309	New	+$17.7K	0.01%	444
2022 Q4	$15.8K	Buy	+309	New	+$16.1K	0.01%	496

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Planning Group's SPYG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 24% in Q2 2026, selling an estimated $22.2K and leaving 602 shares worth $70.9K. The position accounts for 0.01% of the portfolio, ranked #318.

Cornerstone Planning Group first reported a position in SPYG in Q4 2022 and has held it in 9 quarters since. The position peaked at $90.5K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Cornerstone Planning Group held 602 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $70.9K as of Q2 2026.
Cornerstone Planning Group sold 194 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $22.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #318 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 9 quarters since.
Cornerstone Planning Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $90.5K in Q1 2026.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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