Cornerstone Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.6M	Buy	201,540 +43,258	+27%	+$3.99M	10.76%	1
2026 Q2	$14.4M	Buy	158,282 +2,606	+2%	+$229K	8.86%	1
2026 Q1	$13.6M	Buy	155,676 +9,107	+6%	+$752K	8.74%	1
2025 Q4	$12.1M	Buy	146,569 +6,111	+4%	+$500K	8.44%	1
2025 Q3	$11.3M	Buy	140,458 +5,890	+4%	+$458K	8.77%	1
2025 Q2	$10.1M	Buy	134,568 +1,887	+1%	+$131K	8.57%	2
2025 Q1	$9.4M	Buy	132,681 +39,139	+42%	+$2.8M	8.46%	2
2024 Q4	$6.68M	Buy	+93,542	New	+$6.73M	6.58%	2

Other funds holding SPTM

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

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

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cornerstone Financial Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 27% in Q3 2026, buying an estimated $3.99M and bringing the position to 201,540 shares worth $18.6M. The position accounts for 10.76% of the portfolio, ranked #1.

Cornerstone Financial Group first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. 641 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Cornerstone Financial Group held 201,540 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $18.6M as of Q3 2026.
Cornerstone Financial Group bought 43,258 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $3.99M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 10.76% of Cornerstone Financial Group's portfolio in Q3 2026, its #1 holding.
Cornerstone Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
641 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

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