W.H. Cornerstone Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

W.H. Cornerstone Investments’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Buy	2,459 +253	+11%	+$172K	1%	22
2025 Q4	$1.5M	Buy	2,206 +4	+0.2%	+$2.7K	0.91%	28
2025 Q3	$1.47M	Buy	2,202 +5	+0.2%	+$3.21K	0.89%	26
2025 Q2	$1.36M	Sell	2,197 -15	-0.7%	-$8.57K	0.86%	27
2025 Q1	$1.24M	Sell	2,212 -50	-2%	-$29.4K	0.85%	24
2024 Q4	$1.33M	Buy	2,262 +6	+0.3%	+$3.54K	0.89%	23
2024 Q3	$1.29M	Sell	2,256 -641	-22%	-$354K	0.87%	26
2024 Q2	$1.58M	Sell	2,897 -29	-1%	-$15.2K	1.12%	16
2024 Q1	$1.53M	Buy	2,926 +3	+0.1%	+$1.49K	1.1%	16
2023 Q4	$1.39M	Buy	2,923 +10	+0.3%	+$4.46K	1.1%	22
2023 Q3	$1.25M	Buy	2,913 +23	+0.8%	+$10.2K	1.09%	21
2023 Q2	$1.28M	Buy	2,890 +13	+0.5%	+$5.46K	1.15%	23
2023 Q1	$1.18M	Buy	2,877 +105	+4%	+$41.9K	1.07%	25
2022 Q4	$1.1M	Sell	2,772 -168	-6%	-$64.6K	1.05%	29
2022 Q3	$1.05M	Buy	+2,940	New	+$1.17M	1.11%	26

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

W.H. Cornerstone Investments's SPY Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, buying an estimated $172K and bringing the position to 2,459 shares worth $1.6M. The position accounts for 1% of the portfolio, ranked #22.

W.H. Cornerstone Investments first reported a position in SPY in Q3 2022 and has held it in 15 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

W.H. Cornerstone Investments held 2,459 shares of State Street SPDR S&P 500 ETF Trust worth $1.6M as of Q1 2026.
W.H. Cornerstone Investments bought 253 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $172K.
State Street SPDR S&P 500 ETF Trust made up 1% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #22 holding.
W.H. Cornerstone Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 15 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.