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

Austin Private Wealth’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
2025 Q4	$1.45M	Buy	+64,187	New	+$1.47M	0.11%	87
2025 Q3	–	Sell	-205,918	Closed	-$4.65M	–	330
2025 Q2	$4.65M	Buy	205,918 +93,206	+83%	+$2.05M	0.37%	50
2025 Q1	$2.54M	Buy	+112,712	New	+$2.53M	0.23%	56
2021 Q1	–	Sell	-111,894	Closed	-$3.7M	–	126
2020 Q4	$3.7M	Buy	111,894 +45,093	+68%	+$1.46M	1.07%	18
2020 Q3	$2.12M	Buy	66,801 +22,744	+52%	+$739K	0.79%	21
2020 Q2	$1.4M	Buy	+44,057	New	+$1.34M	0.61%	25

Other funds holding SPLB

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Austin Private Wealth's SPLB Position: Q4 2025 in Review

Austin Private Wealth opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2025: 64,187 shares worth $1.45M. The stake represents 0.11% of the portfolio and ranks #87 among its holdings. This is a return to the name: Austin Private Wealth previously reported a position in SPLB as recently as Q2 2025.

Austin Private Wealth first reported a position in SPLB in Q2 2020 and has held it in 6 quarters since. The position peaked at $4.65M in Q2 2025. 168 funds tracked by Wall St. Rank hold SPLB as of Q4 2025.

Austin Private Wealth held 64,187 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.45M as of Q4 2025.
State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Austin Private Wealth position in Q4 2025.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.11% of Austin Private Wealth's portfolio in Q4 2025, its #87 holding.
Austin Private Wealth first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and has held it in 6 quarters since.
Austin Private Wealth's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $4.65M in Q2 2025.
168 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.