Spdr S&p 500 Etf shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 29k | 666.18 |
| 2025-06-30 | $17M | 27k | 617.85 |
| 2025-03-31 | $15M | 26k | 559.39 |
| 2024-12-31 | $18M | 30k | 586.08 |
| 2024-09-30 | $17M | 30k | 573.75 |
| 2024-06-30 | $19M | 35k | 544.22 |
| 2024-03-31 | $15M | 29k | 523.06 |
| 2023-12-31 | $13M | 28k | 475.32 |
| 2023-09-30 | $12M | 28k | 427.50 |
| 2023-06-30 | $14M | 32k | 443.28 |
| 2023-03-31 | $13M | 31k | 409.40 |
| 2022-09-30 | $9.3M | 26k | 357.20 |
| 2022-06-30 | $8.9M | 24k | 377.25 |
| 2022-03-31 | $8.4M | 19k | 451.61 |
| 2021-12-31 | $8.7M | 18k | 474.65 |
| 2021-09-30 | $9.0M | 21k | 429.13 |
| 2021-06-30 | $9.2M | 21k | 428.03 |
| 2021-03-31 | $8.1M | 21k | 396.34 |
| 2020-12-31 | $11M | 29k | 373.88 |
| 2020-09-30 | $190k | 28k | 6.67 |
| 2020-06-30 | $748k | 28k | 26.67 |
| 2020-03-31 | $10M | 40k | 257.74 |
| 2019-12-31 | $9.3M | 29k | 321.87 |
| 2019-09-30 | $9.1M | 31k | 296.77 |
| 2019-06-30 | $97k | 33k | 2.92 |
| 2019-03-31 | $1.3M | 32k | 40.00 |
| 2018-12-31 | $8.1M | 32k | 249.37 |
| 2018-09-30 | $68k | 6.8M | 0.01 |
| 2018-06-30 | $42M | 11M | 3.68 |
| 2018-03-31 | $9.1M | 36k | 254.90 |
| 2017-12-31 | $6.2M | 23k | 273.75 |
| 2017-09-30 | $5.3M | 21k | 253.87 |
| 2017-06-30 | $163k | 23k | 7.00 |
| 2017-03-31 | $5.1M | 22k | 234.70 |
| 2016-12-31 | $755k | 3.3k | 225.58 |
| 2016-09-30 | $834k | 3.9k | 214.51 |
More positions owned by Cornerstone Wealth Management
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