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

Cornerstone Wealth Group’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.13M Buy
138,141
+79,306
+135% +$4.6M 0.52% 52
2025
Q4 		$3.34M Buy
58,835
+23,282
+65% +$1.31M 0.23% 105
2025
Q3 		$1.97M Buy
35,553
+10,675
+43% +$575K 0.13% 112
2025
Q2 		$1.3M Buy
24,878
+7,224
+41% +$361K 0.1% 122
2025
Q1 		$902K Buy
17,654
+13,534
+328% +$702K 0.07% 142
2024
Q4 		$211K Buy
+4,120
New +$219K 0.02% 255

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cornerstone Wealth Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 135% in Q1 2026, buying an estimated $4.6M and bringing the position to 138,141 shares worth $8.13M. The position accounts for 0.52% of the portfolio, ranked #52.

Cornerstone Wealth Group first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Cornerstone Wealth Group held 138,141 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.13M as of Q1 2026.
  • Cornerstone Wealth Group bought 79,306 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $4.6M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.52% of Cornerstone Wealth Group's portfolio in Q1 2026, its #52 holding.
  • Cornerstone Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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