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

Balboa Wealth Partners’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
Q1 		$428K Buy
+19,240
New +$435K 0.07% 227
2025
Q3 		– Sell
-21,264
Closed -$480K – 430
2025
Q2 		$480K Buy
21,264
+1,107
+5% +$24.3K 0.1% 166
2025
Q1 		$455K Buy
+20,157
New +$452K 0.11% 141

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's SPLB Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2026: 19,240 shares worth $428K. The stake represents 0.07% of the portfolio and ranks #227 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in SPLB as recently as Q2 2025.

Balboa Wealth Partners first reported a position in SPLB in Q1 2025 and has held it in 3 quarters since. The position peaked at $480K in Q2 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Balboa Wealth Partners held 19,240 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $428K as of Q1 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Balboa Wealth Partners position in Q1 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.07% of Balboa Wealth Partners's portfolio in Q1 2026, its #227 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $480K in Q2 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.