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Cornerstone Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Cornerstone Financial Group’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Buy
13,928
+86
+0.6% +$2.5K 0.25% 59
2026
Q1 		$402K Buy
13,842
+123
+0.9% +$3.6K 0.26% 56
2025
Q4 		$402K Sell
13,719
-335
-2% -$9.81K 0.28% 55
2025
Q3 		$412K Sell
14,054
-2,237
-14% -$65.4K 0.32% 56
2025
Q2 		$477K Buy
16,291
+609
+4% +$17.8K 0.41% 50
2025
Q1 		$456K Sell
15,682
-579
-4% -$16.8K 0.41% 48
2024
Q4 		$472K Buy
+16,261
New +$473K 0.46% 46

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Cornerstone Financial Group's SPTS Position: Q2 2026 in Review

Cornerstone Financial Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.62% in Q2 2026, buying an estimated $2.5K and bringing the position to 13,928 shares worth $404K. The position accounts for 0.25% of the portfolio, ranked #59.

Cornerstone Financial Group first reported a position in SPTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q2 2025. 298 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Cornerstone Financial Group held 13,928 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $404K as of Q2 2026.
  • Cornerstone Financial Group bought 86 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $2.5K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.25% of Cornerstone Financial Group's portfolio in Q2 2026, its #59 holding.
  • Cornerstone Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $477K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.