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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cornerstone Planning Group's SPLB Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 11% in Q2 2026, buying an estimated $8.01K and bringing the position to 3,729 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #287.

Cornerstone Planning Group first reported a position in SPLB in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Cornerstone Planning Group held 3,729 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $80.6K as of Q2 2026.
  • Cornerstone Planning Group bought 359 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $8.01K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #287 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 4 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.