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

Cornerstone Wealth Group’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9M	Buy	306,583 +59,383	+24%	+$5.07M	1.6%	10
2026 Q1	$20.5M	Buy	247,200 +53,021	+27%	+$4.24M	1.31%	16
2025 Q4	$15.6M	Buy	194,179 +32,727	+20%	+$2.6M	1.06%	20
2025 Q3	$12.6M	Buy	161,452 +35,149	+28%	+$2.65M	0.85%	26
2025 Q2	$9.18M	Buy	126,303 +36,787	+41%	+$2.47M	0.69%	41
2025 Q1	$5.89M	Buy	89,516 +47,630	+114%	+$3.29M	0.49%	59
2024 Q4	$2.89M	Buy	41,886 +27,892	+199%	+$1.93M	0.24%	97
2024 Q3	$945K	Buy	13,994 +8,904	+175%	+$579K	0.08%	135
2024 Q2	$326K	Buy	5,090 +1,755	+53%	+$108K	0.03%	195
2024 Q1	$205K	Buy	+3,335	New	+$195K	0.02%	236

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Cornerstone Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q2 2026, buying an estimated $5.07M and bringing the position to 306,583 shares worth $26.9M. The position accounts for 1.6% of the portfolio, ranked #10.

Cornerstone Wealth Group first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cornerstone Wealth Group held 306,583 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.9M as of Q2 2026.
Cornerstone Wealth Group bought 59,383 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.07M.
State Street SPDR Portfolio S&P 500 ETF made up 1.6% of Cornerstone Wealth Group's portfolio in Q2 2026, its #10 holding.
Cornerstone Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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