Ally Invest Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Ally Invest Advisors’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 Q1	$903K	Buy	40,658 +1,036	+3%	+$23.4K	0.06%	43
2025 Q4	$895K	Buy	39,622 +3,013	+8%	+$69.2K	0.06%	43
2025 Q3	$846K	Buy	36,609 +3,113	+9%	+$70.5K	0.06%	43
2025 Q2	$756K	Buy	33,496 +1,960	+6%	+$43.1K	0.06%	43
2025 Q1	$712K	Buy	31,536 +2,332	+8%	+$52.3K	0.06%	43
2024 Q4	$649K	Buy	29,204 +3,519	+14%	+$81.3K	0.06%	42
2024 Q3	$621K	Buy	25,685 +1,372	+6%	+$32.3K	0.06%	43
2024 Q2	$548K	Buy	24,313 +3,672	+18%	+$82.8K	0.05%	42
2024 Q1	$480K	Buy	20,641 +3,837	+23%	+$88.9K	0.05%	43
2023 Q4	$400K	Buy	16,804 +2,896	+21%	+$63.2K	0.04%	45
2023 Q3	$295K	Buy	13,908 +3,985	+40%	+$89.1K	0.03%	47
2023 Q2	$231K	Buy	+9,923	New	+$230K	0.03%	48

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

SONA Asset Management (US) New York $2.61B AUM 11.18% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return