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

Cornerstone Wealth Group’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 		$87M Sell
123,527
-10,061
-8% -$6.84M 5.58% 1
2025
Q4 		$91.1M Sell
133,588
-4,642
-3% -$3.14M 6.23% 1
2025
Q3 		$92.1M Buy
138,230
+6,280
+5% +$4.03M 6.22% 2
2025
Q2 		$81.5M Sell
131,950
-2,801
-2% -$1.6M 6.11% 2
2025
Q1 		$75.4M Buy
134,751
+515
+0.4% +$303K 6.24% 1
2024
Q4 		$78.7M Sell
134,236
-2,018
-1% -$1.19M 6.42% 2
2024
Q3 		$78.2M Sell
136,254
-7,133
-5% -$3.94M 6.47% 2
2024
Q2 		$78M Buy
143,387
+4,376
+3% +$2.29M 6.94% 2
2024
Q1 		$72.7M Buy
139,011
+140
+0.1% +$69.7K 6.69% 3
2023
Q4 		$66M Buy
138,871
+63,316
+84% +$28.2M 9.45% 2
2023
Q3 		$32.3M Buy
75,555
+18,443
+32% +$8.2M 5.73% 3
2023
Q2 		$25.3M Buy
57,112
+605
+1% +$254K 4.59% 3
2023
Q1 		$23.1M Sell
56,507
-32,193
-36% -$12.8M 4.11% 3
2022
Q4 		$33.9M Buy
88,700
+7,321
+9% +$2.81M 6.42% 1
2022
Q3 		$29.1M Buy
81,379
+7,307
+10% +$2.9M 6.42% 1
2022
Q2 		$27.9M Buy
74,072
+31,183
+73% +$12.8M 5.85% 1
2022
Q1 		$19.4M Buy
42,889
+1,366
+3% +$608K 3.56% 4
2021
Q4 		$19.7M Sell
41,523
-18,918
-31% -$8.68M 3.38% 4
2021
Q3 		$25.9M Buy
60,441
+23,492
+64% +$10.4M 4.58% 3
2021
Q2 		$15.7M Buy
36,949
+4,650
+14% +$1.94M 3.2% 6
2021
Q1 		$13.4M Sell
32,299
-6,085
-16% -$2.35M 2.73% 6
2020
Q4 		$14.4M Buy
38,384
+8,627
+29% +$3.06M 3.53% 6
2020
Q3 		$9.96M Buy
29,757
+7,229
+32% +$2.4M 2.72% 6
2020
Q2 		$6.95M Buy
22,528
+20,940
+1,319% +$6.13M 1.74% 8
2020
Q1 		$409K Buy
1,588
+406
+34% +$124K 0.14% 80
2019
Q4 		$380K Hold
1,182
– – 0.1% 112
2019
Q3 		$351K Sell
1,182
-81
-6% -$23.9K 0.09% 103
2019
Q2 		$370K Sell
1,263
-192
-13% -$55.3K 0.1% 129
2019
Q1 		$411K Buy
+1,455
New +$395K 0.1% 124

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Group's SPY Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.5% in Q1 2026, selling an estimated $6.84M and leaving 123,527 shares worth $87M. The position accounts for 5.58% of the portfolio, ranked #1.

Cornerstone Wealth Group first reported a position in SPY in Q1 2019 and has held it in 29 quarters since. The position peaked at $92.1M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Cornerstone Wealth Group held 123,527 shares of State Street SPDR S&P 500 ETF Trust worth $87M as of Q1 2026.
  • Cornerstone Wealth Group sold 10,061 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.84M.
  • State Street SPDR S&P 500 ETF Trust made up 5.58% of Cornerstone Wealth Group's portfolio in Q1 2026, its #1 holding.
  • Cornerstone Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $92.1M in Q3 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.