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

Arete Wealth 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
Q2 		$1.8M Buy
80,207
+4,335
+6% +$96.7K 0.12% 169
2026
Q1 		$1.69M Buy
75,872
+7,094
+10% +$160K 0.13% 168
2025
Q4 		$1.55M Buy
+68,778
New +$1.58M 0.11% 191
2023
Q1 		– Sell
-116,641
Closed -$5.25M – 713
2022
Q4 		$5.25M Buy
+116,641
New +$2.6M 0.46% 41

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

Arete Wealth Advisors's SPLB Position: Q2 2026 in Review

Arete Wealth Advisors increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 5.7% in Q2 2026, buying an estimated $96.7K and bringing the position to 80,207 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #169.

Arete Wealth Advisors first reported a position in SPLB in Q4 2022 and has held it in 4 quarters since. The position peaked at $5.25M in Q4 2022. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Arete Wealth Advisors held 80,207 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.8M as of Q2 2026.
  • Arete Wealth Advisors bought 4,335 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $96.7K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.12% of Arete Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Arete Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $5.25M in Q4 2022.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.