Ownership history in Cornerstone Wealth Group, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Group, LLC reported a position in SPDR SER TR (SPLG). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 194,179 | +32,727 | +20.3% | 1.06% | $15.6M | $80.02 |
| 2025 Q3 | ADDED | 161,452 | +35,149 | +27.8% | 0.85% | $12.6M | $77.92 |
| 2025 Q2 | ADDED | 126,303 | +36,787 | +41.1% | 0.69% | $9.2M | $72.08 |
| 2025 Q1 | ADDED | 89,516 | +47,630 | +113.7% | 0.49% | $5.9M | $65.01 |
| 2024 Q4 | ADDED | 41,886 | +27,892 | +199.3% | 0.24% | $2.9M | $67.93 |
| 2024 Q3 | ADDED | 13,994 | +8,904 | +174.9% | 0.08% | $945K | $66.30 |
| 2024 Q2 | ADDED | 5,090 | +1,755 | +52.6% | 0.03% | $326K | $62.65 |
| 2024 Q1 | INITIATED | 3,335 | — | — | 0.02% | $205K | — |
As of 2025 Q4 — sorted by position size