Blue Trust Inc’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Blue Trust Inc’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	–	Sell	-792	Closed	-$17.6K	–	2633
2026 Q1	$17.6K	Hold	792	–	–	﹤0.01%	1695
2025 Q4	$17.9K	Hold	792	–	–	﹤0.01%	1723
2025 Q3	$18.3K	Hold	792	–	–	﹤0.01%	1691
2025 Q2	$17.9K	Sell	792 -1,600	-67%	-$35.2K	﹤0.01%	1717
2025 Q1	$54K	Buy	+2,392	New	+$53.7K	﹤0.01%	1314
2024 Q4	–	Sell	-888	Closed	-$20K	–	2922
2024 Q3	$20K	Buy	+888	New	+$20.9K	﹤0.01%	1942

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

Blue Trust Inc's SPLB Position: Q2 2026 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2026, closing a stake of 792 shares — an estimated $17.6K sold.

Blue Trust Inc first reported a position in SPLB in Q3 2024 and held it in 6 quarters. The position peaked at $54K in Q1 2025. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Blue Trust Inc reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 792 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $17.6K.
Blue Trust Inc first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2024 and held it in 6 quarters.
Blue Trust Inc's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $54K in Q1 2025.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.