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
Q4 		– Sell
-703,679
Closed -$5.61M – 1036
2018
Q3 		$5.61M Sell
703,679
-52,915
-7% -$1.97M 0.07% 260
2018
Q2 		$21.4M Buy
756,594
+735,194
+3,435% +$25.5M 0.24% 98
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 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 35 quarters since. 488 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 35 quarters since.
  • 488 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.