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Spdr Ser Tr sp500 fosl etf shares owned by Cornerstone Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Cornerstone Wealth Advisors from 13F filings

Historical chart of Cornerstone Wealth Advisors investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Cornerstone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $322k 6.7k 48.15
2024-09-30 $315k 6.7k 47.25
2024-06-30 $303k 6.8k 44.60

More positions owned by Cornerstone Wealth Advisors

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Cornerstone Wealth Advisors

Top funds holding Spdr Ser Tr sp500 fosl etf

Windmill Hill Asset Management
Choate Investment Advisors
Betterment
Bank of New York Mellon
Partners Capital Investment Group
Lake Street Advisors Group
Bank of America Corporation
LPL Financial
Pnc Financial Services
Rathbones Brothers
Gemmer Asset Management
Sensible Financial Planning & Management
Pathstone Holdings
Spinnaker Trust
Rockefeller Capital Management

View all funds holding Spdr Ser Tr sp500 fosl etf