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

Axxcess 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
2025 Q3	–	Sell	-49,915	Closed	-$1.13M	–	964
2025 Q2	$1.13M	Buy	49,915 +3,264	+7%	+$71.7K	0.03%	400
2025 Q1	$1.05M	Buy	+46,651	New	+$1.05M	0.03%	386
2022 Q2	–	Sell	-22,527	Closed	-$626K	–	654
2022 Q1	$626K	Sell	22,527 -1,562	-6%	-$45.1K	0.05%	307
2021 Q4	$758K	Buy	+24,089	New	+$762K	0.06%	272

Other funds holding SPLB

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Axxcess Wealth Management's SPLB Position: Q3 2025 in Review

Axxcess Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2025, closing a stake of 49,915 shares — an estimated $1.13M sold.

Axxcess Wealth Management first reported a position in SPLB in Q4 2021 and held it in 4 quarters. The position peaked at $1.13M in Q2 2025. 149 funds tracked by Wall St. Rank hold SPLB as of Q3 2025.

Axxcess Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 49,915 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2025, an estimated $1.13M.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.13M in Q2 2025.
149 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.