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 Q2	$3.75M	Sell	61,650 -3,068	-5%	-$184K	0.16%	133
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 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 Management's SPYV Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.7% in Q2 2026, selling an estimated $184K and leaving 61,650 shares worth $3.75M. The position accounts for 0.16% of the portfolio, ranked #133.

Cornerstone Wealth Management first reported a position in SPYV in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.01M in Q4 2021. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cornerstone Wealth Management held 61,650 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.75M as of Q2 2026.
Cornerstone Wealth Management sold 3,068 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $184K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Cornerstone Wealth Management's portfolio in Q2 2026, its #133 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 23 quarters since.
Cornerstone Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.01M in Q4 2021.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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