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Spdr S&p 500 Etf shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $968k 1.4k 695.21
2025-09-30 $3.0k 34 88.15
2025-06-30 $924k 1.5k 627.78
2025-03-31 $1.6M 3.1k 535.36
2024-12-31 $931k 1.6k 599.32
2024-09-30 $928k 1.6k 581.65
2024-03-31 $996k 1.9k 511.17
2023-12-31 $937k 2.0k 475.43
2023-09-30 $840k 2.0k 427.55
2023-06-30 $866k 2.0k 443.31
2022-12-31 $126k 325 388.64