Cornerstone Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cornerstone Planning’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 Q1	–	Sell	-722	Closed	-$492K	–	149
2025 Q4	$492K	Buy	+722	New	+$488K	0.11%	104

Other funds holding SPY

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Planning's SPY Position: Q1 2026 in Review

Cornerstone Planning sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 722 shares — an estimated $492K sold.

Cornerstone Planning first reported a position in SPY in Q4 2025 and held it in 1 quarter. The position peaked at $492K in Q4 2025. 4,579 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cornerstone Planning reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning sold 722 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $492K.
Cornerstone Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and held it in 1 quarter.
Cornerstone Planning's State Street SPDR S&P 500 ETF Trust position peaked at $492K in Q4 2025.
4,579 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cornerstone Planning's 13F filing for Q1 2026, filed 11 May 2026.