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

Cornerstone Wealth Management’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 Q2	$58.4M	Buy	664,572 +33,569	+5%	+$2.86M	2.51%	4
2026 Q1	$48.3M	Buy	631,003 +28,837	+5%	+$2.31M	2.42%	4
2025 Q4	$48.3M	Buy	602,166 +22,740	+4%	+$1.81M	2.51%	5
2025 Q3	$45.4M	Buy	579,426 +29,455	+5%	+$2.22M	2.51%	6
2025 Q2	$40M	Buy	549,971 +1,600	+0.3%	+$108K	2.43%	5
2025 Q1	$36.1M	Buy	548,371 +9,196	+2%	+$636K	2.44%	5
2024 Q4	$37.2M	Buy	539,175 +3,311	+0.6%	+$230K	2.51%	5
2024 Q3	$36.2M	Buy	535,864 +6,744	+1%	+$439K	2.55%	5
2024 Q2	$33.9M	Sell	529,120 -12,473	-2%	-$768K	2.61%	5
2024 Q1	$33.3M	Buy	541,593 +1,504	+0.3%	+$88.1K	2.7%	5
2023 Q4	$30.2M	Buy	540,089 +19,117	+4%	+$1M	2.6%	5
2023 Q3	$26.2M	Buy	520,972 +18,129	+4%	+$948K	2.47%	4
2023 Q2	$26.2M	Buy	502,843 +19,286	+4%	+$952K	2.34%	6
2023 Q1	$23.3M	Buy	+483,557	New	+$22.7M	2.29%	6
2022 Q3	$19.1M	Buy	455,155 +27,176	+6%	+$1.27M	2.13%	7
2022 Q2	$19M	Buy	427,979 +37,284	+10%	+$1.8M	2.1%	7
2022 Q1	$20.8M	Buy	390,695 +18,314	+5%	+$959K	2.02%	8
2021 Q4	$20.8M	Buy	372,381 +4,753	+1%	+$257K	1.98%	8
2021 Q3	$18.6M	Buy	367,628 +9,304	+3%	+$483K	1.97%	8
2021 Q2	$18M	Buy	358,324 +17,875	+5%	+$877K	1.9%	8
2021 Q1	$15.9M	Buy	340,449 +12,291	+4%	+$557K	1.88%	9
2020 Q4	$14.4M	Buy	328,158 +183,301	+127%	+$7.64M	1.81%	10
2020 Q3	$5.7M	Buy	144,857 +115,798	+398%	+$4.51M	0.85%	22
2020 Q2	$1.05M	Buy	29,059 +9,244	+47%	+$318K	0.17%	119
2020 Q1	$599K	Buy	+19,815	New	+$711K	0.12%	174
2018 Q4	–	Sell	-66,038	Closed	-$553K	–	1032
2018 Q3	$553K	Sell	66,038 -7,918	-11%	-$265K	0.01%	873
2018 Q2	$2.31M	Buy	+73,956	New	+$2.35M	0.03%	491

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Cornerstone Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q2 2026, buying an estimated $2.86M and bringing the position to 664,572 shares worth $58.4M. The position accounts for 2.51% of the portfolio, ranked #4.

Cornerstone Wealth Management first reported a position in SPYM in Q2 2018 and has held it in 27 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cornerstone Wealth Management held 664,572 shares of State Street SPDR Portfolio S&P 500 ETF worth $58.4M as of Q2 2026.
Cornerstone Wealth Management bought 33,569 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.86M.
State Street SPDR Portfolio S&P 500 ETF made up 2.51% of Cornerstone Wealth Management's portfolio in Q2 2026, its #4 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 27 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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