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 Q2	$91.4M	Sell	122,433 -1,094	-0.9%	-$793K	5.42%	1
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Cornerstone Wealth Group's SPY Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.89% in Q2 2026, selling an estimated $793K and leaving 122,433 shares worth $91.4M. The position accounts for 5.42% of the portfolio, ranked #1.

Cornerstone Wealth Group first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. The position peaked at $92.1M in Q3 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cornerstone Wealth Group held 122,433 shares of State Street SPDR S&P 500 ETF Trust worth $91.4M as of Q2 2026.
Cornerstone Wealth Group sold 1,094 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $793K.
State Street SPDR S&P 500 ETF Trust made up 5.42% of Cornerstone Wealth Group's portfolio in Q2 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 30 quarters since.
Cornerstone Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $92.1M in Q3 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.