Caitlin John’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Caitlin John’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	$1.72M	Sell	76,947 -185,482	-71%	-$4.14M	0.94%	21
2026 Q1	$5.83M	Buy	262,429 +72,352	+38%	+$1.64M	3.5%	3
2025 Q4	$4.29M	Buy	190,077 +118,289	+165%	+$2.72M	2.81%	3
2025 Q3	$1.66M	Sell	71,788 -3,940	-5%	-$89.2K	1.15%	21
2025 Q2	$1.71M	Sell	75,728 -127,201	-63%	-$2.79M	1.56%	15
2025 Q1	$4.58M	Buy	202,929 +76,538	+61%	+$1.72M	4.49%	4
2024 Q4	$2.81M	Sell	126,391 -17,561	-12%	-$406K	1.86%	6
2024 Q3	$3.27M	Sell	143,952 -14,092	-9%	-$331K	2.05%	4
2024 Q2	$3.56M	Buy	158,044 +8,555	+6%	+$193K	2.56%	5
2024 Q1	$3.47M	Buy	149,489 +68,183	+84%	+$1.58M	2.59%	5
2023 Q4	$1.93M	Buy	+81,306	New	+$1.78M	1.58%	9

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

Caitlin John's SPLB Position: Q2 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 71% in Q2 2026, selling an estimated $4.14M and leaving 76,947 shares worth $1.72M. The position accounts for 0.94% of the portfolio, ranked #21.

Caitlin John first reported a position in SPLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.83M in Q1 2026. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Caitlin John held 76,947 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.72M as of Q2 2026.
Caitlin John sold 185,482 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $4.14M.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.94% of Caitlin John's portfolio in Q2 2026, its #21 holding.
Caitlin John first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $5.83M in Q1 2026.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.