CWM
SPYV icon

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

Cornerstone Wealth Management’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 		$3.66M Buy
64,718
+183
+0.3% +$10.6K 0.18% 119
2025
Q4 		$3.67M Buy
64,535
+1,122
+2% +$63K 0.19% 118
2025
Q3 		$3.51M Sell
63,413
-530
-0.8% -$28.5K 0.19% 112
2025
Q2 		$3.35M Sell
63,943
-993
-2% -$49.6K 0.2% 107
2025
Q1 		$3.32M Buy
64,936
+3,662
+6% +$190K 0.22% 103
2024
Q4 		$3.13M Buy
61,274
+5,843
+11% +$311K 0.21% 103
2024
Q3 		$2.93M Buy
55,431
+6,171
+13% +$314K 0.21% 102
2024
Q2 		$2.4M Buy
49,260
+3,664
+8% +$179K 0.18% 117
2024
Q1 		$2.28M Sell
45,596
-7,160
-14% -$341K 0.18% 119
2023
Q4 		$2.46M Sell
52,756
-23,036
-30% -$993K 0.21% 104
2023
Q3 		$3.13M Sell
75,792
-7,288
-9% -$316K 0.3% 82
2023
Q2 		$3.59M Sell
83,080
-3,907
-4% -$161K 0.32% 67
2023
Q1 		$3.54M Buy
+86,987
New +$3.52M 0.35% 66
2022
Q3 		$3.36M Buy
97,404
+4,775
+5% +$181K 0.37% 60
2022
Q2 		$3.41M Buy
92,629
+2,608
+3% +$103K 0.38% 55
2022
Q1 		$3.76M Sell
90,021
-5,479
-6% -$226K 0.37% 62
2021
Q4 		$4.01M Buy
95,500
+12,614
+15% +$515K 0.38% 58
2021
Q3 		$3.23M Buy
82,886
+52,599
+174% +$2.1M 0.34% 68
2021
Q2 		$1.2M Buy
30,287
+6,914
+30% +$273K 0.13% 162
2021
Q1 		$886K Buy
23,373
+1,364
+6% +$49.3K 0.1% 184
2020
Q4 		$757K Buy
22,009
+13,278
+152% +$431K 0.1% 189
2020
Q3 		$264K Buy
+8,731
New +$265K 0.04% 327

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 Management's SPYV Position: Q1 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.28% in Q1 2026, buying an estimated $10.6K and bringing the position to 64,718 shares worth $3.66M. The position accounts for 0.18% of the portfolio, ranked #119.

Cornerstone Wealth Management first reported a position in SPYV in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.01M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Cornerstone Wealth Management held 64,718 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.66M as of Q1 2026.
  • Cornerstone Wealth Management bought 183 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $10.6K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Cornerstone Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2020 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.01M in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.