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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.1K	Buy	1,264 +5	+0.4%	+$299	0.01%	298
2026 Q1	$75.5K	Buy	1,259 +5	+0.4%	+$290	0.01%	295
2025 Q4	$72.6K	Buy	1,254 +1,205	+2,459%	+$67.7K	0.01%	267
2025 Q3	$2.26K	Sell	49 -1,297	-96%	-$69.8K	﹤0.01%	1135
2025 Q2	$70.7K	Sell	1,346 -4	-0.3%	-$200	0.01%	192
2025 Q1	$65K	Sell	1,350 -43	-3%	-$2.23K	0.02%	195
2024 Q4	$73.9K	Sell	1,393 -11	-0.8%	-$585	0.02%	142
2024 Q3	$73.8K	Sell	1,404 -14,326	-91%	-$729K	0.02%	140
2024 Q2	$768K	Buy	+15,730	New	+$769K	0.22%	34
2022 Q4	$147K	Buy	+3,699	New	+$142K	0.06%	122

Other funds holding SPYV

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Cornerstone Planning Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.4% in Q2 2026, buying an estimated $299 and bringing the position to 1,264 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #298.

Cornerstone Planning Group first reported a position in SPYV in Q4 2022 and has held it in 10 quarters since. The position peaked at $768K in Q2 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cornerstone Planning Group held 1,264 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $78.1K as of Q2 2026.
Cornerstone Planning Group bought 5 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $299.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #298 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $768K in Q2 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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