Ownership history in Cornerstone Wealth Management, LLC Β· 61 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, 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 β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Wealth Management, LLC outperformed the S&P 500 by +0.0% annually on this SPY position. Timing score: 54% (32/59 decisions correct). Average cost basis: $248.19. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
60 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
32 of 59 add/trim decisions correct
Best entry: $185.65 (2016 Q3) Β· Worst: $662.41 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
34 adds Β· 26 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.01% 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