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 Q3	$365K	Sell	17,899 -5,050	-22%	-$108K	0.02%	679
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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Axxcess Wealth Management's SPLB Position: Q3 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 22% in Q3 2026, selling an estimated $108K and leaving 17,899 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #679.

Axxcess Wealth Management first reported a position in SPLB in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2025. 40 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

Axxcess Wealth Management held 17,899 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $365K as of Q3 2026.
Axxcess Wealth Management sold 5,050 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $108K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #679 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 6 quarters since.
Axxcess Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.13M in Q2 2025.
40 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.