Cornerstone Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Cornerstone Wealth Management, LLC

$1.44 Billion
Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 6,073 shares of SPGM stock, worth $400,271. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,073

Previous 6,657 8.77%

Holding current value

$400,271

Previous $431,000 10.9%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$63.23 - $66.65 $36,926 - $38,923	-584 Reduced 8.77%	6,073 $384,000
Q3 2024 Oct 16, 2024	BUY	$57.85 - $64.92 $11,570 - $12,984	200 Added 3.1%	6,657 $431,000
Q2 2024 Jul 16, 2024	BUY	$56.67 - $60.99 $46,186 - $49,706	815 Added 14.45%	6,457 $392,000
Q1 2024 Apr 19, 2024	BUY	$54.21 - $59.68 $48,192 - $53,055	889 Added 18.7%	5,642 $336,000
Q4 2023 Jan 10, 2024	BUY	$48.07 - $55.48 $24,948 - $28,794	519 Added 12.26%	4,753 $263,000
Q1 2023 May 15, 2023	BUY	$46.63 - $51.08 $197,431 - $216,272	4,234 New	4,234 $211,000

Others Institutions Holding SPGM

# of Institutions

141

Shares Held

9.83M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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Cornerstone Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History