Cornerstone Planning Group
SPLB icon

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
Q3 		– Sell
-3,729
Closed -$80.6K – 1467
2026
Q2 		$80.6K Buy
3,729
+359
+11% +$8.01K 0.01% 287
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

Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
Fjell Capital
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Cornerstone Planning Group sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2026, closing a stake of 3,729 shares — an estimated $80.6K sold.

Cornerstone Planning Group first reported a position in SPLB in Q3 2025 and held it in 4 quarters. The position peaked at $80.6K in Q2 2026. 44 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3,729 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $80.6K.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $80.6K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

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