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 Q3	$366K	Sell	17,954 -507,497	-97%	-$10.9M	0.15%	75
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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

Econ Financial Services's SPLB Position: Q3 2026 in Review

Econ Financial Services reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 97% in Q3 2026, selling an estimated $10.9M and leaving 17,954 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #75.

Econ Financial Services first reported a position in SPLB in Q1 2023 and has held it in 5 quarters since. The position peaked at $11.8M in Q2 2026. 68 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

Econ Financial Services held 17,954 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $366K as of Q3 2026.
Econ Financial Services sold 507,497 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $10.9M.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.15% of Econ Financial Services's portfolio in Q3 2026, its #75 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 5 quarters since.
Econ Financial Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $11.8M in Q2 2026.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.