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Cornerstone Wealth Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cornerstone Wealth Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Sell
1,867
-51,888
-97% -$5.4M 0.01% 432
2025
Q4 		$5.74M Buy
53,755
+30,659
+133% +$3.25M 0.39% 77
2025
Q3 		$2.41M Buy
23,096
+5,241
+29% +$522K 0.16% 107
2025
Q2 		$1.7M Buy
17,855
+7,262
+69% +$623K 0.13% 111
2025
Q1 		$851K Buy
10,593
+8,011
+310% +$699K 0.07% 143
2024
Q4 		$227K Buy
+2,582
New +$223K 0.02% 251

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 97% in Q1 2026, selling an estimated $5.4M and leaving 1,867 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #432.

Cornerstone Wealth Group first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.74M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Cornerstone Wealth Group held 1,867 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $205K as of Q1 2026.
  • Cornerstone Wealth Group sold 51,888 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.4M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #432 holding.
  • Cornerstone Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Cornerstone Wealth Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.74M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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