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

Cornerstone Wealth Management, LLC

$1.73 Billion
Q3 2025

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 5,326 shares of SPGM stock, worth $404,722. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,326

Previous 5,382 1.04%

Holding current value

$404,722

Previous $371,000 7.28%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$68.95 - $75.02 $3,861 - $4,201	-56 Reduced 1.04%	5,326 $398,000
Q2 2025 Aug 12, 2025	SELL	$55.5 - $69.0 $30,802 - $38,295	-555 Reduced 9.35%	5,382 $371,000
Q1 2025 Apr 18, 2025	SELL	$61.91 - $66.79 $8,419 - $9,083	-136 Reduced 2.24%	5,937 $370,000
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

162

Shares Held

9.66M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Account

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