Ownership history in Cornerstone Wealth Group, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Group, LLC reported a position in SPDR S&P 500 ETF TR (SPY). 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 | REDUCED | 133,588 | -4,642 | -3.4% | 6.23% | $91.1M | $680.06 |
| 2025 Q3 | ADDED | 138,230 | +6,280 | +4.8% | 6.22% | $92.1M | $662.41 |
| 2025 Q2 | REDUCED | 131,950 | -2,801 | -2.1% | 6.11% | $81.5M | $612.65 |
| 2025 Q1 | ADDED | 134,751 | +515 | +0.4% | 6.24% | $75.4M | $553.05 |
| 2024 Q4 | REDUCED | 134,236 | -2,018 | -1.5% | 6.42% | $78.7M | $577.70 |
| 2024 Q3 | REDUCED | 136,254 | -7,133 | -5.0% | 6.47% | $78.2M | $563.66 |
| 2024 Q2 | ADDED | 143,387 | +4,376 | +3.1% | 6.94% | $78.0M | $533.00 |
| 2024 Q1 | ADDED | 139,011 | +140 | +0.1% | 6.69% | $72.7M | $510.64 |
| 2023 Q4 | ADDED | 138,871 | +63,316 | +83.8% | 9.45% | $66.0M | $462.58 |
| 2023 Q3 | ADDED | 75,555 | +18,443 | +32.3% | 5.73% | $32.3M | $414.35 |
As of 2025 Q4 — sorted by position size