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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Cornerstone Planning Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.2% in Q1 2026, buying an estimated $6.25K and bringing the position to 796 shares worth $90.5K. The position accounts for 0.01% of the portfolio, ranked #266.

Cornerstone Planning Group first reported a position in SPYG in Q4 2022 and has held it in 8 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Cornerstone Planning Group held 796 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $90.5K as of Q1 2026.
Cornerstone Planning Group bought 60 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $6.25K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #266 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 8 quarters since.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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