CAWM
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Capital A Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Capital A 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
2025
Q2 		– Sell
-19
Closed -$429 – 783
2025
Q1 		$429 Buy
+19
New +$427 ﹤0.01% 642

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Capital A Wealth Management's SPLB Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2025, closing a stake of 19 shares — an estimated $429 sold.

Capital A Wealth Management first reported a position in SPLB in Q1 2025 and held it in 1 quarter. The position peaked at $429 in Q1 2025. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 19 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $429.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $429 in Q1 2025.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.