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

EP Wealth 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
2025
Q2 		$113K Buy
5,000
+66
+1% +$1.45K ﹤0.01% 1362
2025
Q1 		$111K Buy
4,934
+43
+0.9% +$965 ﹤0.01% 1235
2024
Q4 		$109K Buy
4,891
+82
+2% +$1.9K ﹤0.01% 1194
2024
Q3 		$116K Sell
4,809
-3,349
-41% -$78.7K ﹤0.01% 1127
2024
Q2 		$184K Buy
8,158
+102
+1% +$2.3K ﹤0.01% 771
2024
Q1 		$187K Buy
8,056
+41
+0.5% +$949 ﹤0.01% 745
2023
Q4 		$191K Buy
8,015
+159
+2% +$3.47K ﹤0.01% 727
2023
Q3 		$167K Sell
7,856
-8,109
-51% -$181K ﹤0.01% 686
2023
Q2 		$209K Buy
15,965
+11,546
+261% +$267K ﹤0.01% 647
2023
Q1 		$209K Sell
4,419
-4,390
-50% -$103K ﹤0.01% 568
2022
Q4 		$198K Buy
+8,809
New +$196K ﹤0.01% 554
2022
Q3 		– Sell
-8,582
Closed -$207K – 604
2022
Q2 		$207K Sell
8,582
-1,117
-12% -$28K ﹤0.01% 564
2022
Q1 		$270K Buy
9,699
+49
+0.5% +$1.42K 0.01% 509
2021
Q4 		$304K Buy
9,650
+81
+0.8% +$2.56K 0.01% 460
2021
Q3 		$300K Buy
9,569
+62
+0.7% +$1.99K 0.01% 428
2021
Q2 		$302K Buy
+9,507
New +$293K 0.01% 443

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

EP Wealth Advisors's SPLB Position: Q2 2025 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 1.3% in Q2 2025, buying an estimated $1.45K and bringing the position to 5,000 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

EP Wealth Advisors first reported a position in SPLB in Q2 2021 and has held it in 16 quarters since. The position peaked at $304K in Q4 2021. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

  • EP Wealth Advisors held 5,000 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $113K as of Q2 2025.
  • EP Wealth Advisors bought 66 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $1.45K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1362 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2021 and has held it in 16 quarters since.
  • EP Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $304K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.