Goldstone Financial Group’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Goldstone Financial Group’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	$9.35M	Sell	417,214 -134,908	-24%	-$3.01M	0.85%	29
2026 Q1	$12.3M	Sell	552,122 -79,469	-13%	-$1.8M	1.33%	20
2025 Q4	$14.3M	Buy	631,591 +42,396	+7%	+$974K	1.59%	15
2025 Q3	$13.6M	Buy	589,195 +80,990	+16%	+$1.83M	1.61%	14
2025 Q2	$11.4M	Sell	508,205 -24,266	-5%	-$533K	1.51%	19
2025 Q1	$12M	Sell	532,471 -95,600	-15%	-$2.15M	1.82%	14
2024 Q4	$14M	Buy	628,071 +81,032	+15%	+$1.87M	2.19%	9
2024 Q3	$13.2M	Buy	+547,039	New	+$12.9M	2.3%	8

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

Goldstone Financial Group's SPLB Position: Q2 2026 in Review

Goldstone Financial Group reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 24% in Q2 2026, selling an estimated $3.01M and leaving 417,214 shares worth $9.35M. The position accounts for 0.85% of the portfolio, ranked #29.

Goldstone Financial Group first reported a position in SPLB in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.3M in Q4 2025. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Goldstone Financial Group held 417,214 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $9.35M as of Q2 2026.
Goldstone Financial Group sold 134,908 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $3.01M.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.85% of Goldstone Financial Group's portfolio in Q2 2026, its #29 holding.
Goldstone Financial Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Goldstone Financial Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $14.3M in Q4 2025.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.