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

Cornerstone Planning Group’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.8K Buy
3,370
+3,334
+9,261% +$75.4K 0.01% 300
2025
Q4 		$820 Sell
36
-31
-46% -$712 ﹤0.01% 1394
2025
Q3 		$1.83K Buy
+67
New +$1.52K ﹤0.01% 1180

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cornerstone Planning Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 9,261% in Q1 2026, buying an estimated $75.4K and bringing the position to 3,370 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #300.

Cornerstone Planning Group first reported a position in SPLB in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Cornerstone Planning Group held 3,370 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $74.8K as of Q1 2026.
  • Cornerstone Planning Group bought 3,334 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $75.4K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #300 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

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