Cornerstone Planning Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$951	Hold	34	–	–	﹤0.01%	1521
2026 Q1	$954	Buy	34 +1	+3%	+$29	﹤0.01%	1480
2025 Q4	$956	Sell	33 -3	-8%	-$87	﹤0.01%	1357
2025 Q3	$836	Buy	36 +3	+9%	+$86	﹤0.01%	1359
2025 Q2	$937	Buy	33 +1	+3%	+$28	﹤0.01%	1132
2025 Q1	$919	Hold	32	–	–	﹤0.01%	1153
2024 Q4	$897	Hold	32	–	–	﹤0.01%	977
2024 Q3	$898	Hold	32	–	–	﹤0.01%	960
2024 Q2	$909	Hold	32	–	–	﹤0.01%	966
2024 Q1	$863	Buy	32 +1	+3%	+$28	﹤0.01%	810
2023 Q4	$885	Hold	31	–	–	﹤0.01%	730
2023 Q3	$853	Hold	31	–	–	﹤0.01%	822
2023 Q2	$877	Buy	+31	New	+$892	﹤0.01%	1386

Other funds holding SPTI

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cornerstone Planning Group held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 34 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Cornerstone Planning Group first reported a position in SPTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $956 in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Cornerstone Planning Group held 34 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $951 as of Q2 2026.
Cornerstone Planning Group left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1521 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Cornerstone Planning Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $956 in Q4 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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