Cornerstone Financial Group’s State Street SPDR Portfolio Short Term Treasury Index 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 Q3	$403K	Buy	14,056 +128	+0.9%	+$3.7K	0.23%	58
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%	-$9.8K	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

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

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

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

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

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

Cornerstone Financial Group increased its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 0.92% in Q3 2026, buying an estimated $3.7K and bringing the position to 14,056 shares worth $403K. The position accounts for 0.23% of the portfolio, ranked #58.

Cornerstone Financial Group first reported a position in SPTS in Q4 2024 and has held it in 8 quarters since. The position peaked at $477K in Q2 2025. 329 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Cornerstone Financial Group held 14,056 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $403K as of Q3 2026.
Cornerstone Financial Group bought 128 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $3.7K.
State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.23% of Cornerstone Financial Group's portfolio in Q3 2026, its #58 holding.
Cornerstone Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $477K in Q2 2025.
329 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

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