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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cornerstone Planning Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 20% in Q1 2026, selling an estimated $60.2K and leaving 6,999 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #157.

Cornerstone Planning Group first reported a position in SPIB in Q1 2024 and has held it in 9 quarters since. The position peaked at $900K in Q2 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Cornerstone Planning Group held 6,999 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $234K as of Q1 2026.
  • Cornerstone Planning Group sold 1,782 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $60.2K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q1 2026, its #157 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $900K in Q2 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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