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CoreCap Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

CoreCap Advisors’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
Q3 		$140K Sell
6,876
-538
-7% -$11.5K ﹤0.01% 984
2026
Q2 		$166K Sell
7,414
-250
-3% -$5.58K ﹤0.01% 917
2026
Q1 		$170K Buy
7,664
+163
+2% +$3.69K 0.01% 854
2025
Q4 		$169K Sell
7,501
-1,344
-15% -$30.9K 0.01% 846
2025
Q3 		$204K Sell
8,845
-266
-3% -$6.02K 0.01% 796
2025
Q2 		$206K Sell
9,111
-979
-10% -$21.5K 0.01% 738
2025
Q1 		$228K Sell
10,090
-1,911
-16% -$42.9K 0.01% 646
2024
Q4 		$267K Sell
12,001
-319
-3% -$7.37K 0.01% 618
2024
Q3 		$298K Buy
12,320
+203
+2% +$4.77K 0.01% 579
2024
Q2 		$273K Sell
12,117
-1,444
-11% -$32.5K 0.03% 317
2024
Q1 		$315K Sell
13,561
-1,283
-9% -$29.7K 0.02% 521
2023
Q4 		$353K Sell
14,844
-804
-5% -$17.6K 0.02% 409
2023
Q3 		$332K Sell
15,648
-3,745
-19% -$83.7K 0.02% 396
2023
Q2 		$451K Buy
+19,393
New +$449K 0.03% 366
2022
Q4 		$404K Buy
17,983
+1,483
+9% +$33K 0.03% 391
2022
Q3 		$359K Buy
16,500
+5,664
+52% +$136K 0.03% 388
2022
Q2 		$261K Sell
10,836
-953
-8% -$23.9K 0.02% 452
2022
Q1 		$328K Sell
11,789
-212
-2% -$6.12K 0.02% 389
2021
Q4 		$378K Buy
+12,001
New +$380K 0.03% 406

Other funds holding SPLB

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors's SPLB Position: Q3 2026 in Review

CoreCap Advisors reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 7.3% in Q3 2026, selling an estimated $11.5K and leaving 6,876 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

CoreCap Advisors first reported a position in SPLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $451K in Q2 2023. 9 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

  • CoreCap Advisors held 6,876 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $140K as of Q3 2026.
  • CoreCap Advisors sold 538 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $11.5K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #984 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $451K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.