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Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$1.77M Sell
78,899
-2,524
-3% -$56.3K 0.62% 31
2026
Q1 		$1.81M Buy
81,423
+11,062
+16% +$250K 0.76% 30
2025
Q4 		$1.59M Buy
70,361
+16,476
+31% +$378K 0.67% 32
2025
Q3 		$1.25M Buy
53,885
+612
+1% +$13.8K 0.53% 32
2025
Q2 		$1.2M Sell
53,273
-225,170
-81% -$4.95M 1.15% 19
2025
Q1 		$6.28M Sell
278,443
-128,295
-32% -$2.88M 3.59% 8
2024
Q4 		$9.04M Sell
406,738
-23,564
-5% -$545K 4.84% 5
2024
Q3 		$10.4M Buy
430,302
+21,849
+5% +$514K 6.16% 4
2024
Q2 		$9.21M Sell
408,453
-11,177
-3% -$252K 6.02% 4
2024
Q1 		$9.75M Buy
419,630
+47,951
+13% +$1.11M 7% 4
2023
Q4 		$8.84M Buy
371,679
+13,098
+4% +$286K 8.36% 3
2023
Q3 		$7.62M Buy
358,581
+46,816
+15% +$1.05M 7.89% 3
2023
Q2 		$7.25M Buy
311,765
+35,658
+13% +$826K 7.48% 3
2023
Q1 		$6.52M Buy
276,107
+159,789
+137% +$3.73M 7.23% 4
2022
Q4 		$2.61M Buy
+116,318
New +$2.59M 2.81% 9

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

Capstone Wealth Management Group (Pennsylvania)'s SPLB Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 3.1% in Q2 2026, selling an estimated $56.3K and leaving 78,899 shares worth $1.77M. The position accounts for 0.62% of the portfolio, ranked #31.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q3 2024. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 78,899 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.77M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 2,524 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $56.3K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.62% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #31 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $10.4M in Q3 2024.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.