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 Q3	–	Sell	-1,264	Closed	-$78.1K	–	1479
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Cornerstone Planning Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 1,264 shares — an estimated $78.1K sold.

Cornerstone Planning Group first reported a position in SPYV in Q4 2022 and held it in 10 quarters. The position peaked at $768K in Q2 2024. 394 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,264 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $78.1K.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 10 quarters.
Cornerstone Planning Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $768K in Q2 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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