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 Q3	–	Sell	-34	Closed	-$951	–	1475
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

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

Cornerstone Planning Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2026, closing a stake of 34 shares — an estimated $951 sold.

Cornerstone Planning Group first reported a position in SPTI in Q2 2023 and held it in 13 quarters. The position peaked at $956 in Q4 2025. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 34 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $951.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and held it in 13 quarters.
Cornerstone Planning Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $956 in Q4 2025.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

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