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Glass Jacobson Investment Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Glass Jacobson Investment 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 		– Sell
-11,594
Closed -$258K – 814
2025
Q1 		$258K Hold
11,594
– – 0.08% 206
2024
Q4 		$258K Buy
11,594
+8,358
+258% +$193K 0.08% 206
2024
Q3 		$78.2K Buy
3,236
+3,200
+8,889% +$75.2K 0.03% 305
2024
Q2 		$812 Hold
36
– – ﹤0.01% 712
2024
Q1 		$837 Buy
+36
New +$834 ﹤0.01% 708

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

Glass Jacobson Investment Advisors's SPLB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2025, closing a stake of 11,594 shares — an estimated $258K sold.

Glass Jacobson Investment Advisors first reported a position in SPLB in Q1 2024 and held it in 5 quarters. The position peaked at $258K in Q1 2025. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 11,594 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $258K.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
  • Glass Jacobson Investment Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $258K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.