Ownership history in Cornerstone Wealth Management, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in SPDR SER TR (SPMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Wealth Management, LLC underperformed the S&P 500 by β5.1% annually on this SPMD position. Timing score: 47% (9/19 decisions correct). Average cost basis: $46.02. Maximum drawdown during holding period: β21.5%.
β Significantly underperformed the S&P 500 by 5.1% ann.
19 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct
Best entry: $37.36 (2020 Q4) Β· Worst: $57.72 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 3 trims. Bought during 5 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size