Number of Shares
548,371.00
Current Holdings Value*
$36.06 Mil
% of Portfolio
2.44%
Total Estimate Gain
$16.17 Mil
% of Total Estimate Gain
64.43%

Cornerstone Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Cornerstone Wealth Management, LLC held 548,371.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $36.06 Mil. This investment constitutes 2.44% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Cornerstone Wealth Management, LLC has made 17 purchases of SPLG, at an average price of $44.74, for a total of 560,844.00 shares. In addition, there have been 1 sales at an average price of $61.56 for 12,473.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Cornerstone Wealth Management, LLC's estimated gain on his SPLG holdings is $16.17 Mil, reflecting a 64.43% gain to date.

Cornerstone Wealth Management, LLC SPLG ($73.84) Holding Chart

Cornerstone Wealth Management, LLC SPLG ($73.84) 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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