Cornerstone Planning Group
SPIB icon

Cornerstone Planning Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cornerstone Planning Group’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,552
Closed -$184K – 1466
2026
Q2 		$184K Sell
5,552
-1,447
-21% -$48.4K 0.02% 180
2026
Q1 		$234K Sell
6,999
-1,782
-20% -$60.2K 0.03% 157
2025
Q4 		$298K Buy
8,781
+8,748
+26,509% +$296K 0.05% 115
2025
Q3 		$953 Sell
33
-2,101
-98% -$70.7K ﹤0.01% 1322
2025
Q2 		$71.7K Buy
2,134
+7
+0.3% +$232 0.01% 189
2025
Q1 		$70K Sell
2,127
-72
-3% -$2.37K 0.02% 184
2024
Q4 		$72.5K Sell
2,199
-21
-0.9% -$695 0.02% 144
2024
Q3 		$73.6K Sell
2,220
-24,890
-92% -$827K 0.02% 142
2024
Q2 		$900K Buy
27,110
+26,973
+19,688% +$874K 0.26% 27
2024
Q1 		$4.43K Buy
+137
New +$4.47K ﹤0.01% 533

Other funds holding SPIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Cornerstone Planning Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2026, closing a stake of 5,552 shares — an estimated $184K sold.

Cornerstone Planning Group first reported a position in SPIB in Q1 2024 and held it in 10 quarters. The position peaked at $900K in Q2 2024. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5,552 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $184K.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $900K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

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