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 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 $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return