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Cornerstone Planning Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Cornerstone Planning Group’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1K Buy
1,304
+75
+6% +$1.96K ﹤0.01% 511
2026
Q1 		$31.9K Buy
1,229
+1,193
+3,314% +$31.8K ﹤0.01% 529
2025
Q4 		$955 Sell
36
-2,904
-99% -$78.4K ﹤0.01% 1358
2025
Q3 		$235K Buy
+2,940
New +$77.6K 0.04% 124
2025
Q2 		– Sell
-13
Closed -$342 – 1680
2025
Q1 		$342 Buy
+13
New +$346 ﹤0.01% 1384

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cornerstone Planning Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6.1% in Q2 2026, buying an estimated $1.96K and bringing the position to 1,304 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Cornerstone Planning Group first reported a position in SPTL in Q1 2025 and has held it in 5 quarters since. The position peaked at $235K in Q3 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Cornerstone Planning Group held 1,304 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $33.1K as of Q2 2026.
  • Cornerstone Planning Group bought 75 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.96K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #511 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $235K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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