CPG
GII icon

Cornerstone Planning Group’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Cornerstone Planning Group’s Portfolio GII Stock Details GII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54K Sell
20
-10
-33% -$761 ﹤0.01% 1388
2026
Q1 		$2.32K Hold
30
– – ﹤0.01% 1270
2025
Q4 		$2.19K Sell
30
-496
-94% -$34.9K ﹤0.01% 1174
2025
Q3 		$31K Buy
+526
New +$35.9K 0.01% 458

Other funds holding GII

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's GII Position: Q2 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR S&P Global Infrastructure ETF (GII) stake by 33% in Q2 2026, selling an estimated $761 and leaving 20 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Cornerstone Planning Group first reported a position in GII in Q3 2025 and has held it in 4 quarters since. The position peaked at $31K in Q3 2025. 75 funds tracked by Wall St. Rank hold GII as of Q2 2026.

  • Cornerstone Planning Group held 20 shares of State Street SPDR S&P Global Infrastructure ETF worth $1.54K as of Q2 2026.
  • Cornerstone Planning Group sold 10 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2026, an estimated $761.
  • State Street SPDR S&P Global Infrastructure ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1388 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's State Street SPDR S&P Global Infrastructure ETF position peaked at $31K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.