AE Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

AE Wealth Management’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	$740K	Buy	33,049 +1,150	+4%	+$25.7K	﹤0.01%	1038
2026 Q1	$709K	Buy	31,899 +21,887	+219%	+$495K	﹤0.01%	953
2025 Q4	$226K	Buy	10,012 +9,217	+1,159%	+$212K	﹤0.01%	1465
2025 Q3	$18.4K	Sell	795 -41,717	-98%	-$944K	﹤0.01%	1910
2025 Q2	$959K	Buy	42,512 +10,240	+32%	+$225K	0.01%	735
2025 Q1	$728K	Buy	32,272 +272	+0.9%	+$6.11K	0.01%	805
2024 Q4	$711K	Buy	+32,000	New	+$740K	0.01%	793
2024 Q1	–	Sell	-50,931	Closed	-$1.19M	–	1865
2023 Q4	$1.19M	Sell	50,931 -12,179	-19%	-$266K	0.01%	1090
2023 Q3	$1.34M	Sell	63,110 -943,292	-94%	-$21.1M	0.01%	982
2023 Q2	$23.4M	Buy	1,006,402 +125,067	+14%	+$2.9M	0.14%	170
2023 Q1	$20.8M	Buy	881,335 +49,094	+6%	+$1.15M	0.13%	176
2022 Q4	$18.7M	Buy	+832,241	New	+$18.5M	0.14%	183
2022 Q2	–	Sell	-54,562	Closed	-$1.52M	–	1832
2022 Q1	$1.52M	Sell	54,562 -49,688	-48%	-$1.44M	0.01%	782
2021 Q4	$3.28M	Buy	104,250 +69,880	+203%	+$2.21M	0.02%	540
2021 Q3	$1.08M	Sell	34,370 -382	-1%	-$12.3K	0.01%	841
2021 Q2	$1.1M	Buy	34,752 +5,817	+20%	+$179K	0.01%	800
2021 Q1	$873K	Sell	28,935 -117,750	-80%	-$3.67M	0.01%	822
2020 Q4	$4.86M	Buy	146,685 +123,102	+522%	+$3.99M	0.06%	279
2020 Q3	$749K	Sell	23,583 -8,282	-26%	-$269K	0.01%	721
2020 Q2	$1.01M	Buy	31,865 +20,789	+188%	+$633K	0.02%	616
2020 Q1	$315K	Sell	11,076 -9,339	-46%	-$281K	0.01%	863
2019 Q4	$615K	Sell	20,415 -5,518	-21%	-$165K	0.01%	667
2019 Q3	$780K	Buy	25,933 +8,399	+48%	+$248K	0.02%	503
2019 Q2	$504K	Buy	+17,534	New	+$481K	0.02%	587

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AE Wealth Management's SPLB Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 3.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 33,049 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

AE Wealth Management first reported a position in SPLB in Q2 2019 and has held it in 24 quarters since. The position peaked at $23.4M in Q2 2023. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

AE Wealth Management held 33,049 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $740K as of Q2 2026.
AE Wealth Management bought 1,150 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $25.7K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1038 holding.
AE Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2019 and has held it in 24 quarters since.
AE Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $23.4M in Q2 2023.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.