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SPLB icon

GWN Securities’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

GWN Securities’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
Q1 		$841K Buy
37,833
+2,281
+6% +$51.6K 0.16% 157
2025
Q4 		$803K Buy
35,552
+2,845
+9% +$65.4K 0.16% 151
2025
Q3 		$757K Sell
32,707
-27,147
-45% -$614K 0.18% 146
2025
Q2 		$1.35M Buy
59,854
+30,663
+105% +$674K 0.25% 89
2025
Q1 		$659K Buy
+29,191
New +$655K 0.04% 392

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWN Securities's SPLB Position: Q1 2026 in Review

GWN Securities increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 6.4% in Q1 2026, buying an estimated $51.6K and bringing the position to 37,833 shares worth $841K. The position accounts for 0.16% of the portfolio, ranked #157.

GWN Securities first reported a position in SPLB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q2 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • GWN Securities held 37,833 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $841K as of Q1 2026.
  • GWN Securities bought 2,281 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $51.6K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.16% of GWN Securities's portfolio in Q1 2026, its #157 holding.
  • GWN Securities first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • GWN Securities's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.35M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.