CWM
SPYG icon

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

Cornerstone Wealth Management’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
Q2 		$26.1M Buy
219,731
+27,929
+15% +$3.19M 1.12% 10
2026
Q1 		$18.8M Buy
191,802
+21,692
+13% +$2.26M 0.94% 13
2025
Q4 		$18.2M Buy
170,110
+11,773
+7% +$1.25M 0.94% 16
2025
Q3 		$16.5M Sell
158,337
-992
-0.6% -$98.8K 0.91% 19
2025
Q2 		$15.2M Buy
159,329
+6,039
+4% +$518K 0.92% 19
2025
Q1 		$12.3M Buy
153,290
+4,424
+3% +$386K 0.83% 22
2024
Q4 		$13.1M Buy
148,866
+9,909
+7% +$856K 0.88% 20
2024
Q3 		$11.5M Buy
138,957
+936
+0.7% +$74.8K 0.81% 21
2024
Q2 		$11.1M Buy
138,021
+2,448
+2% +$183K 0.85% 21
2024
Q1 		$9.92M Buy
135,573
+3,389
+3% +$236K 0.8% 21
2023
Q4 		$8.6M Buy
132,184
+1,156
+0.9% +$71.3K 0.74% 27
2023
Q3 		$7.77M Buy
131,028
+3,887
+3% +$238K 0.73% 30
2023
Q2 		$7.76M Buy
127,141
+10,910
+9% +$625K 0.69% 32
2023
Q1 		$6.43M Buy
+116,231
New +$6.15M 0.63% 35
2022
Q3 		$5.51M Buy
109,979
+6,962
+7% +$392K 0.61% 34
2022
Q2 		$5.39M Buy
103,017
+19,669
+24% +$1.13M 0.6% 39
2022
Q1 		$5.52M Sell
83,348
-26,080
-24% -$1.7M 0.54% 40
2021
Q4 		$7.92M Buy
109,428
+12,040
+12% +$841K 0.76% 28
2021
Q3 		$6.24M Buy
97,388
+19,715
+25% +$1.3M 0.66% 29
2021
Q2 		$4.89M Sell
77,673
-2,851
-4% -$171K 0.51% 36
2021
Q1 		$4.54M Buy
80,524
+34,610
+75% +$1.94M 0.54% 37
2020
Q4 		$2.54M Buy
45,914
+13,583
+42% +$714K 0.32% 67
2020
Q3 		$1.62M Buy
32,331
+8,115
+34% +$398K 0.24% 85
2020
Q2 		$1.09M Buy
24,216
+6,769
+39% +$281K 0.18% 117
2020
Q1 		$624K Buy
+17,447
New +$715K 0.12% 169
2018
Q1 		$703K Sell
21,400
-1,227
-5% -$42.3K 0.13% 152
2017
Q4 		$774K Buy
22,627
+199
+0.9% +$6.42K 0.15% 142
2017
Q3 		$701K Sell
22,428
-1,892
-8% -$57.6K 0.15% 142
2017
Q2 		$726K Buy
24,320
+2,208
+10% +$64.6K 0.16% 130
2017
Q1 		$627K Sell
22,112
-140
-0.6% -$3.88K 0.16% 133
2016
Q4 		$590K Sell
22,252
-1,944
-8% -$50.8K 0.19% 112
2016
Q3 		$632K Buy
+24,196
New +$634K 0.23% 88
2016
Q1 		$608K Buy
+24,092
New +$573K 0.46% 41

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Wealth Management's SPYG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 15% in Q2 2026, buying an estimated $3.19M and bringing the position to 219,731 shares worth $26.1M. The position accounts for 1.12% of the portfolio, ranked #10.

Cornerstone Wealth Management first reported a position in SPYG in Q1 2016 and has held it in 33 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Cornerstone Wealth Management held 219,731 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $26.1M as of Q2 2026.
  • Cornerstone Wealth Management bought 27,929 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.19M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.12% of Cornerstone Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2016 and has held it in 33 quarters since.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.