Global Financial Private Client’s State Street SPDR Portfolio Long Term Corporate Bond 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 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 $2.55B AUM 17.04% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EFS

Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Global Financial Private Client's SPLB Position: Q2 2026 in Review

Global Financial Private Client reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 3.7% in Q2 2026, selling an estimated $16.7K and leaving 19,394 shares worth $434K. The position accounts for 0.12% of the portfolio, ranked #181.

Global Financial Private Client first reported a position in SPLB in Q2 2020 and has held it in 20 quarters since. The position peaked at $673K in Q2 2025. 64 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Global Financial Private Client held 19,394 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $434K as of Q2 2026.
Global Financial Private Client sold 750 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $16.7K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.12% of Global Financial Private Client's portfolio in Q2 2026, its #181 holding.
Global Financial Private Client first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and has held it in 20 quarters since.
Global Financial Private Client's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $673K in Q2 2025.
64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.