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
2026 Q2	$514K	Buy	+22,949	New	+$512K	0.01%	712
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

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

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

Axxcess Wealth Management opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2026: 22,949 shares worth $514K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPLB as recently as Q2 2025.

Axxcess Wealth Management first reported a position in SPLB in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2025. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Axxcess Wealth Management held 22,949 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $514K as of Q2 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #712 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
Axxcess Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.13M in Q2 2025.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.