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Cornerstone Financial Management LLC

SEC CIK
0002110329
Latest filing
Aug 28, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Cornerstone Financial Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
1,541
Value
$1.15M
% of portfolio
0.9%
Quarters held
3
Since Q4 2025
Holdings of SPY by Cornerstone Financial Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,541$1.15M0.9%−399−20.6%ReducedHolders
Q1 20261,940$1.26M1.2%00.0%UnchangedHolders
Q4 20251,940$1.32M1.2%–No prior filingHolders