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 Q2	$1.64M	Sell	2,193 -266	-11%	-$193K	0.93%	19
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

W.H. Cornerstone Investments's SPY Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $193K and leaving 2,193 shares worth $1.64M. The position accounts for 0.93% of the portfolio, ranked #19.

W.H. Cornerstone Investments first reported a position in SPY in Q3 2022 and has held it in 16 quarters since. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

W.H. Cornerstone Investments held 2,193 shares of State Street SPDR S&P 500 ETF Trust worth $1.64M as of Q2 2026.
W.H. Cornerstone Investments sold 266 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $193K.
State Street SPDR S&P 500 ETF Trust made up 0.93% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #19 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 16 quarters since.
4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.