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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
Q2 		$264K Sell
11,775
-7,465
-39% -$167K 0.04% 374
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 $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Balboa Wealth Partners's SPLB Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 39% in Q2 2026, selling an estimated $167K and leaving 11,775 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #374.

Balboa Wealth Partners first reported a position in SPLB in Q1 2025 and has held it in 4 quarters since. The position peaked at $480K in Q2 2025. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Balboa Wealth Partners held 11,775 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $264K as of Q2 2026.
  • Balboa Wealth Partners sold 7,465 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $167K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #374 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 4 quarters since.
  • Balboa Wealth Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $480K 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 Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.