SPSB SPDR SER TR

Ownership history in Cornerstone Management, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Management, Inc. reported a position in SPDR SER TR (SPSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.07% (2023 Q2)
Avg. % of fund
2.5%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 475,691 +21,407 +4.7% 2.34% $14.4M $29.99
2025 Q3 ADDED 454,284 +17,812 +4.1% 2.28% $13.8M $29.64
2025 Q2 ADDED 436,472 +28,243 +6.9% 2.29% $13.2M $29.21
2025 Q1 ADDED 408,229 +11,488 +2.9% 2.30% $12.3M $28.78
2024 Q4 ADDED 396,741 +24,851 +6.7% 2.29% $11.8M $28.33
2024 Q3 ADDED 371,890 +19,536 +5.5% 2.35% $11.3M $28.27
2024 Q2 REDUCED 352,354 -33,571 -8.7% 2.30% $10.5M $27.38
2024 Q1 ADDED 385,925 +13,285 +3.6% 2.55% $11.5M $27.11
2023 Q4 ADDED 372,640 +2,221 +0.6% 2.83% $11.1M $26.91
2023 Q3 REDUCED 370,419 -37,597 -9.2% 2.90% $10.9M $26.09
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% of Fund (quarterly)    SPSB price (monthly, adj. close)
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