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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SONA Asset Management (US) New York $2.61B AUM 11.18% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return