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Action Point Financial Planning’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Action Point Financial Planning’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.5K Buy
+1,985
New +$44.3K ﹤0.01% 862

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Action Point Financial Planning's SPLB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2026: 1,985 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings.

174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Action Point Financial Planning held 1,985 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $44.5K as of Q2 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #862 holding.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.