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

Elevated Capital 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 Q2	$55.5K	Hold	2,476	–	–	0.02%	330
2026 Q1	$55K	Hold	2,476	–	–	0.01%	339
2025 Q4	$55.9K	Buy	+2,476	New	+$56.9K	0.01%	340
2024 Q4	–	Sell	-80,056	Closed	-$1.93M	–	277
2024 Q3	$1.93M	Sell	80,056 -4,201	-5%	-$98.8K	0.51%	44
2024 Q2	$1.9M	Sell	84,257 -3,412	-4%	-$76.9K	0.53%	50
2024 Q1	$2.04M	Sell	87,669 -1,157	-1%	-$26.8K	0.58%	53
2023 Q4	$2.11M	Sell	88,826 -2,568	-3%	-$56.1K	0.66%	48
2023 Q3	$1.94M	Sell	91,394 -6,000	-6%	-$134K	0.66%	45
2023 Q2	$2.27M	Sell	97,394 -5,180	-5%	-$120K	0.75%	40
2023 Q1	$2.42M	Sell	102,574 -3,960	-4%	-$92.5K	0.87%	34
2022 Q4	$2.39M	Sell	106,534 -10,270	-9%	-$229K	0.91%	32
2022 Q3	$2.54M	Buy	+116,804	New	+$2.81M	1%	28
2022 Q1	$3.69M	Buy	+132,667	New	+$3.83M	1.22%	19
2021 Q3	$4.03M	Buy	+128,498	New	+$4.13M	1.39%	18
2021 Q1	$4.47M	Buy	+146,233	New	+$4.56M	1.73%	10

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

Elevated Capital Advisors's SPLB Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) position steady in Q2 2026 at 2,476 shares worth $55.5K. The position accounts for 0.02% of the portfolio, ranked #330.

Elevated Capital Advisors first reported a position in SPLB in Q1 2021 and has held it in 15 quarters since. The position peaked at $4.47M in Q1 2021. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Elevated Capital Advisors held 2,476 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $55.5K as of Q2 2026.
Elevated Capital Advisors left its State Street SPDR Portfolio Long Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #330 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2021 and has held it in 15 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $4.47M in Q1 2021.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.