EFS
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Econ Financial Services’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Econ Financial Services’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 		$11.8M Buy
525,451
+285,005
+119% +$6.36M 5.5% 2
2026
Q1 		$5.34M Buy
+240,446
New +$5.44M 2.48% 10
2023
Q3 		– Sell
-65,090
Closed -$1.51M – 99
2023
Q2 		$1.51M Buy
65,090
+2,353
+4% +$54.5K 1.07% 40
2023
Q1 		$1.48M Buy
+62,737
New +$1.47M 1.12% 39

Other funds holding SPLB

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Econ Financial Services's SPLB Position: Q2 2026 in Review

Econ Financial Services increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 119% in Q2 2026, buying an estimated $6.36M and bringing the position to 525,451 shares worth $11.8M. The position accounts for 5.5% of the portfolio, ranked #2.

Econ Financial Services first reported a position in SPLB in Q1 2023 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Econ Financial Services held 525,451 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $11.8M as of Q2 2026.
  • Econ Financial Services bought 285,005 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $6.36M.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 5.5% of Econ Financial Services's portfolio in Q2 2026, its #2 holding.
  • Econ Financial Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.