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Cornerstone Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Financial Group's SPIB Position: Q1 2026 in Review

Cornerstone Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 11% in Q1 2026, buying an estimated $461K and bringing the position to 134,929 shares worth $4.51M. The position accounts for 2.9% of the portfolio, ranked #11.

Cornerstone Financial Group first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Cornerstone Financial Group held 134,929 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.51M as of Q1 2026.
  • Cornerstone Financial Group bought 13,632 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $461K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.9% of Cornerstone Financial Group's portfolio in Q1 2026, its #11 holding.
  • Cornerstone Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Cornerstone Financial Group's 13F filing for Q1 2026, filed 6 May 2026.