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 Q3	–	Sell	-257	Closed	-$7.68K	–	1471
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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

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

Cornerstone Planning Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2026, closing a stake of 257 shares — an estimated $7.68K sold.

Cornerstone Planning Group first reported a position in SPSB in Q4 2022 and held it in 6 quarters. The position peaked at $315K in Q3 2025. 134 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 257 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $7.68K.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Cornerstone Planning Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $315K in Q3 2025.
134 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

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