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 Q2	$8.68M	Buy	142,806 +4,665	+3%	+$279K	0.51%	54
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Cornerstone Wealth Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.4% in Q2 2026, buying an estimated $279K and bringing the position to 142,806 shares worth $8.68M. The position accounts for 0.51% of the portfolio, ranked #54.

Cornerstone Wealth Group first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cornerstone Wealth Group held 142,806 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.68M as of Q2 2026.
Cornerstone Wealth Group bought 4,665 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $279K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.51% of Cornerstone Wealth Group's portfolio in Q2 2026, its #54 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 7 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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