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Cornerstone Planning Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cornerstone Planning Group’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.53K Sell
375
-216
-37% -$5.57K ﹤0.01% 908
2025
Q4 		$15.3K Buy
591
+95
+19% +$2.46K ﹤0.01% 666
2025
Q3 		$21.6K Buy
+496
New +$12.7K ﹤0.01% 556
2025
Q2 		– Sell
-47
Closed -$1.18K – 1676
2025
Q1 		$1.18K Buy
+47
New +$1.19K ﹤0.01% 1095
2024
Q3 		– Sell
-517
Closed -$13.4K – 1362
2024
Q2 		$13.4K Buy
+517
New +$12.9K ﹤0.01% 379

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Cornerstone Planning Group's SPAB Position: Q1 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 37% in Q1 2026, selling an estimated $5.57K and leaving 375 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Cornerstone Planning Group first reported a position in SPAB in Q2 2024 and has held it in 5 quarters since. The position peaked at $21.6K in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Cornerstone Planning Group held 375 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $9.53K as of Q1 2026.
  • Cornerstone Planning Group sold 216 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $5.57K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #908 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Cornerstone Planning Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $21.6K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

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