Cornerstone Wealth Group, LLC SPY Holdings History
Cornerstone Wealth Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 134,751.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $75.38 Mil. This investment constitutes 6.24% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q1. And since then Cornerstone Wealth Group, LLC has made 16 purchases of SPY, at an average price of $410.88, for a total of 201,371.00 shares. In addition, there have been 7 sales at an average price of $435.66 for 66,620.00 shares. Based on historical transaction data and SPY's current price of $627.58, Cornerstone Wealth Group, LLC's estimated gain on his SPY holdings is $30.85 Mil, reflecting a 37.29% gain to date.
Cornerstone Wealth Group, LLC SPY ($627.58) Holding Chart
Cornerstone Wealth Group, LLC SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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