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

W.H. Cornerstone Investments’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 Q1	$1.26M	Sell	16,469 -103	-0.6%	-$8.24K	0.79%	29
2025 Q4	$1.33M	Sell	16,572 -36	-0.2%	-$2.86K	0.8%	31
2025 Q3	$1.3M	Buy	16,608 +5	+0%	+$377	0.79%	33
2025 Q2	$1.21M	Sell	16,603 -10,013	-38%	-$673K	0.76%	33
2025 Q1	$1.75M	Sell	26,616 -1,346	-5%	-$93.1K	1.21%	17
2024 Q4	$1.93M	Sell	27,962 -698	-2%	-$48.4K	1.29%	13
2024 Q3	$1.94M	Sell	28,660 -38,189	-57%	-$2.48M	1.31%	14
2024 Q2	$4.28M	Sell	66,849 -23,856	-26%	-$1.47M	3.03%	10
2024 Q1	$5.58M	Sell	90,705 -31,383	-26%	-$1.84M	4.02%	4
2023 Q4	$6.83M	Sell	122,088 -45,359	-27%	-$2.38M	5.41%	2
2023 Q3	$8.42M	Buy	167,447 +31,992	+24%	+$1.67M	7.4%	1
2023 Q2	$7.06M	Buy	135,455 +2,258	+2%	+$111K	6.31%	1
2023 Q1	$6.41M	Buy	133,197 +845	+0.6%	+$39.6K	5.82%	1
2022 Q4	$6.2M	Buy	132,352 +5,054	+4%	+$228K	5.89%	1
2022 Q3	$5.35M	Buy	+127,298	New	+$5.94M	5.64%	1

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

W.H. Cornerstone Investments reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.62% in Q1 2026, selling an estimated $8.24K and leaving 16,469 shares worth $1.26M. The position accounts for 0.79% of the portfolio, ranked #29.

W.H. Cornerstone Investments first reported a position in SPYM in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.42M in Q3 2023. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

W.H. Cornerstone Investments held 16,469 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.26M as of Q1 2026.
W.H. Cornerstone Investments sold 103 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $8.24K.
State Street SPDR Portfolio S&P 500 ETF made up 0.79% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #29 holding.
W.H. Cornerstone Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.42M in Q3 2023.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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