Cary Street Partners’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Cary Street Partners’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	$2.71M	Buy	121,199 +13,893	+13%	+$310K	0.06%	303
2026 Q1	$2.38M	Buy	107,306 +5,010	+5%	+$113K	0.06%	302
2025 Q4	$2.31M	Sell	102,296 -1,684	-2%	-$38.7K	0.06%	306
2025 Q3	$2.4M	Buy	103,980 +15,499	+18%	+$351K	0.06%	295
2025 Q2	$2M	Sell	88,481 -6,767	-7%	-$149K	0.06%	306
2025 Q1	$2.15M	Buy	95,248 +11,777	+14%	+$264K	0.07%	277
2024 Q4	$1.86M	Buy	+83,471	New	+$1.93M	0.06%	280

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

Cary Street Partners's SPLB Position: Q2 2026 in Review

Cary Street Partners increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 13% in Q2 2026, buying an estimated $310K and bringing the position to 121,199 shares worth $2.71M. The position accounts for 0.06% of the portfolio, ranked #303.

Cary Street Partners first reported a position in SPLB in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Cary Street Partners held 121,199 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.71M as of Q2 2026.
Cary Street Partners bought 13,893 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $310K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.06% of Cary Street Partners's portfolio in Q2 2026, its #303 holding.
Cary Street Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.