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

Cornerstone Planning Group’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.68K	Sell	257 -180	-41%	-$5.4K	﹤0.01%	974
2026 Q1	$13.1K	Buy	437 +217	+99%	+$6.55K	﹤0.01%	822
2025 Q4	$6.66K	Sell	220 -2,610	-92%	-$78.9K	﹤0.01%	895
2025 Q3	$315K	Buy	+2,830	New	+$85.4K	0.05%	108
2023 Q3	–	Sell	-671	Closed	-$19.8K	–	1295
2023 Q2	$19.8K	Buy	+671	New	+$19.8K	0.01%	436
2022 Q4	$7.26K	Buy	+245	New	+$7.17K	﹤0.01%	741

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Cornerstone Planning Group reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 41% in Q2 2026, selling an estimated $5.4K and leaving 257 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Cornerstone Planning Group first reported a position in SPSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $315K in Q3 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Cornerstone Planning Group held 257 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.68K as of Q2 2026.
Cornerstone Planning Group sold 180 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $5.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #974 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
Cornerstone Planning Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $315K in Q3 2025.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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