Global Financial Private Client’s State Street SPDR Portfolio Long Term Corporate Bond Index ETF SPLB Stock Holding History

Global Financial Private Client’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 Q3	$415K	Buy	20,358 +964	+5%	+$20.7K	0.11%	177
2026 Q2	$434K	Sell	19,394 -750	-4%	-$16.7K	0.12%	181
2026 Q1	$448K	Buy	20,144 +7,097	+54%	+$161K	0.15%	165
2025 Q4	$295K	Buy	13,047 +2,470	+23%	+$56.7K	0.1%	191
2025 Q3	$245K	Sell	10,577 -19,225	-65%	-$435K	0.09%	205
2025 Q2	$673K	Buy	29,802 +5,104	+21%	+$112K	0.25%	110
2025 Q1	$557K	Buy	24,698 +14,121	+134%	+$317K	0.21%	116
2024 Q4	$235K	Buy	10,577 +777	+8%	+$18K	0.09%	188
2024 Q3	$237K	Hold	9,800	–	–	0.09%	187
2024 Q2	$221K	Hold	9,800	–	–	0.09%	180
2024 Q1	$223K	Buy	+9,800	New	+$227K	0.1%	174
2023 Q4	–	Sell	-386	Closed	-$8.05K	–	704
2023 Q3	$8.05K	Hold	386	–	–	﹤0.01%	463
2023 Q2	$8.92K	Hold	386	–	–	﹤0.01%	455
2023 Q1	$9.14K	Hold	386	–	–	﹤0.01%	460
2022 Q4	$8.67K	Hold	386	–	–	﹤0.01%	439
2022 Q3	$8.53K	Hold	386	–	–	﹤0.01%	423
2022 Q2	$9.39K	Sell	386 -362	-48%	-$9.06K	0.01%	406
2022 Q1	$20.9K	Buy	+748	New	+$21.6K	0.01%	345
2021 Q1	–	Sell	-546	Closed	-$18.1K	–	590
2020 Q4	$18.1K	Buy	546 +108	+25%	+$3.5K	0.01%	270
2020 Q3	$14K	Sell	438 -985	-69%	-$32K	0.01%	286
2020 Q2	$45.2K	Buy	+1,423	New	+$43.3K	0.04%	222

Other funds holding SPLB

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

NYL Investors New York $250M AUM 2.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Global Financial Private Client's SPLB Position: Q3 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio Long Term Corporate Bond Index ETF (SPLB) stake by 5% in Q3 2026, buying an estimated $20.7K and bringing the position to 20,358 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #177.

Global Financial Private Client first reported a position in SPLB in Q2 2020 and has held it in 21 quarters since. The position peaked at $673K in Q2 2025. 92 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

Global Financial Private Client held 20,358 shares of State Street SPDR Portfolio Long Term Corporate Bond Index ETF worth $415K as of Q3 2026.
Global Financial Private Client bought 964 State Street SPDR Portfolio Long Term Corporate Bond Index ETF shares in Q3 2026, an estimated $20.7K.
State Street SPDR Portfolio Long Term Corporate Bond Index ETF made up 0.11% of Global Financial Private Client's portfolio in Q3 2026, its #177 holding.
Global Financial Private Client first reported a position in State Street SPDR Portfolio Long Term Corporate Bond Index ETF in Q2 2020 and has held it in 21 quarters since.
Global Financial Private Client's State Street SPDR Portfolio Long Term Corporate Bond Index ETF position peaked at $673K in Q2 2025.
92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond Index ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.