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

Evolution Wealth Management’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	$3.29K	Buy	+147	New	+$3.28K	﹤0.01%	770

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

Evolution Wealth Management's SPLB Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2026: 147 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Evolution Wealth Management held 147 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $3.29K as of Q2 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Evolution Wealth Management position in Q2 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #770 holding.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.