CWG
SPYM

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cornerstone Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q1 2026, buying an estimated $4.24M and bringing the position to 247,200 shares worth $20.5M. The position accounts for 1.31% of the portfolio, ranked #16.

Cornerstone Wealth Group first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Cornerstone Wealth Group held 247,200 shares of State Street SPDR Portfolio S&P 500 ETF worth $20.5M as of Q1 2026.
  • Cornerstone Wealth Group bought 53,021 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.24M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.31% of Cornerstone Wealth Group's portfolio in Q1 2026, its #16 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 9 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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