Cornerstone Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Cornerstone Financial Group’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.8M	Buy	148,597 +8,736	+6%	+$288K	2.78%	11
2026 Q2	$4.68M	Buy	139,861 +4,932	+4%	+$165K	2.88%	10
2026 Q1	$4.51M	Buy	134,929 +13,632	+11%	+$461K	2.9%	11
2025 Q4	$4.1M	Buy	121,297 +11,772	+11%	+$399K	2.86%	11
2025 Q3	$3.71M	Buy	109,525 +4,754	+5%	+$160K	2.87%	12
2025 Q2	$3.52M	Buy	104,771 +3,874	+4%	+$128K	2.99%	12
2025 Q1	$3.33M	Buy	100,897 +4,127	+4%	+$136K	2.99%	12
2024 Q4	$3.17M	Buy	+96,770	New	+$3.2M	3.12%	12

Other funds holding SPIB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Financial Group's SPIB Position: Q3 2026 in Review

Cornerstone Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 6.2% in Q3 2026, buying an estimated $288K and bringing the position to 148,597 shares worth $4.8M. The position accounts for 2.78% of the portfolio, ranked #11.

Cornerstone Financial Group first reported a position in SPIB in Q4 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Cornerstone Financial Group held 148,597 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $4.8M as of Q3 2026.
Cornerstone Financial Group bought 8,736 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $288K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 2.78% of Cornerstone Financial Group's portfolio in Q3 2026, its #11 holding.
Cornerstone Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.