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 Q3	–	Sell	-492	Closed	-$12.4K	–	1457
2026 Q2	$12.4K	Buy	492 +117	+31%	+$2.98K	﹤0.01%	824
2026 Q1	$9.5K	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Kagan Cocozza Asset Management Mickleton, New Jersey $162M AUM 9.64% 1-Year Est. Return

Cornerstone Planning Group's SPAB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026, closing a stake of 492 shares — an estimated $12.4K sold.

Cornerstone Planning Group first reported a position in SPAB in Q2 2024 and held it in 6 quarters. The position peaked at $21.6K in Q3 2025. 122 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 492 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $12.4K.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and held it in 6 quarters.
Cornerstone Planning Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $21.6K in Q3 2025.
122 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.