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Cornerstone Wealth Group, LLC → SPY
Cornerstone Wealth Group, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
23
Latest value
$229K
Q3 2026
Peak value
$95.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $91.1M |
| Q1 2026 | $70K |
| Q1 2026 | $87M |
| Q1 2026 | $282K |
| Q1 2026 | $352K |
| Q2 2026 | $149K |
| Q2 2026 | $75K |
| Q2 2026 | $75K |
| Q2 2026 | $91.4M |
| Q2 2026 | $373K |
| Q2 2026 | $299K |
| Q3 2026 | $2.3M |
| Q3 2026 | $95.1M |
| Q3 2026 | $76K |
| Q3 2026 | $76K |
| Q3 2026 | $76K |
| Q3 2026 | $229K |
| Q3 2026 | $229K |
| Q3 2026 | $1.6M |
| Q3 2026 | $305K |
| Q3 2026 | $381K |
| Q3 2026 | $229K |
| Q3 2026 | $229K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $229K | 300 | — | — |
| Q3 2026 | $229K | 300 | — | — |
| Q3 2026 | $381K | 500 | — | — |
| Q3 2026 | $305K | 400 | — | — |
| Q3 2026 | $1.6M | 2.1K | — | — |
| Q3 2026 | $229K | 300 | — | — |
| Q3 2026 | $229K | 300 | — | — |
| Q3 2026 | $76K | 100 | — | — |
| Q3 2026 | $76K | 100 | — | — |
| Q3 2026 | $76K | 100 | — | — |
| Q3 2026 | $95.1M | 124.7K | — | — |
| Q3 2026 | $2.3M | 3.0K | — | — |
| Q2 2026 | $299K | 400 | — | — |
| Q2 2026 | $373K | 500 | — | — |
| Q2 2026 | $91.4M | 122.4K | — | — |
| Q2 2026 | $75K | 100 | — | — |
| Q2 2026 | $75K | 100 | — | — |
| Q2 2026 | $149K | 200 | — | — |
| Q1 2026 | $352K | 500 | — | — |
| Q1 2026 | $282K | 400 | — | — |
| Q1 2026 | $87M | 123.5K | — | — |
| Q1 2026 | $70K | 100 | — | — |
| Q4 2025 | $91.1M | 133.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B