Cornerstone Planning Group LLC Spdr S&P 500 ETF Trust Transaction History

Cornerstone Planning Group LLC

$490 Billion
Q2 2025

A detailed history of Cornerstone Planning Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,471 shares of SPY stock, worth $935,438. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,471

Previous 3,067 52.04%

Holding current value

$935,438

Previous $1.64 Billion 43.76%

% of portfolio

0.19%

Previous 0.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$496.48 - $617.85 $792,382 - $986,088	-1,596 Reduced 52.04%	1,471 $923 Million
Q1 2025 Apr 30, 2025	BUY	$551.42 - $612.93 $834,849 - $927,976	1,514 Added 97.49%	3,067 $1.64 Billion
Q4 2024 Jan 29, 2025	SELL	$567.81 - $607.81 $23,848 - $25,528	-42 Reduced 2.63%	1,553 $931 Million
Q3 2024 Nov 05, 2024	SELL	$517.38 - $573.86 $2.97 Million - $3.29 Million	-5,733 Reduced 78.23%	1,595 $928 Million
Q2 2024 Aug 13, 2024	BUY	$495.16 - $548.49 $2.66 Million - $2.95 Million	5,380 Added 276.18%	7,328 $3.79 Billion
Q1 2024 May 07, 2024	SELL	$467.28 - $523.17 $10,747 - $12,032	-23 Reduced 1.17%	1,948 $996 Million
Q4 2023 Feb 12, 2024	BUY	$410.68 - $476.69 $2,874 - $3,336	7 Added 0.36%	1,971 $937 Million
Q3 2023 Nov 08, 2023	BUY	$425.88 - $457.79 $4,258 - $4,577	10 Added 0.51%	1,964 $840 Million
Q2 2023 Aug 15, 2023	BUY	$404.36 - $443.28 $658,702 - $722,103	1,629 Added 501.23%	1,954 $866 Million
Q4 2022 Feb 14, 2023	BUY	$357.63 - $407.42 $116,229 - $132,411	325 New	325 $126 Million

Others Institutions Holding SPY

# of Institutions

5,147

Shares Held

609M

Call Options Held

374M

Put Options Held

667M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Cornerstone Planning Group LLC Spdr S&P 500 ETF Trust Transaction History