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

Fourth Dimension Wealth’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	$1.5M	Buy	66,918 +3,769	+6%	+$84.1K	0.47%	48
2026 Q1	$1.4M	Buy	63,149 +2,392	+4%	+$54.1K	0.53%	41
2025 Q4	$1.37M	Buy	60,757 +614	+1%	+$14.1K	0.5%	45
2025 Q3	$1.39M	Buy	60,143 +3,973	+7%	+$89.9K	0.53%	41
2025 Q2	$1.27M	Buy	56,170 +6,581	+13%	+$145K	0.54%	42
2025 Q1	$1.12M	Buy	49,589 +14,633	+42%	+$328K	0.54%	42
2024 Q4	$777K	Buy	+34,956	New	+$808K	0.41%	45

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

Fourth Dimension Wealth's SPLB Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 6% in Q2 2026, buying an estimated $84.1K and bringing the position to 66,918 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #48.

Fourth Dimension Wealth first reported a position in SPLB in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Fourth Dimension Wealth held 66,918 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.5M as of Q2 2026.
Fourth Dimension Wealth bought 3,769 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $84.1K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.47% of Fourth Dimension Wealth's portfolio in Q2 2026, its #48 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.