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Harvest Investment Services’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-9,254
Closed -$214K – 380
2025
Q3 		$214K Sell
9,254
-831
-8% -$18.8K 0.04% 295
2025
Q2 		$228K Buy
10,085
+831
+9% +$18.3K 0.05% 281
2025
Q1 		$209K Hold
9,254
– – 0.06% 257
2024
Q4 		$206K Buy
+9,254
New +$214K 0.05% 264

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Harvest Investment Services's SPLB Position: Q4 2025 in Review

Harvest Investment Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2025, closing a stake of 9,254 shares — an estimated $214K sold.

Harvest Investment Services first reported a position in SPLB in Q4 2024 and held it in 4 quarters. The position peaked at $228K in Q2 2025. 169 funds tracked by Wall St. Rank hold SPLB as of Q4 2025.

  • Harvest Investment Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Harvest Investment Services sold 9,254 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2025, an estimated $214K.
  • Harvest Investment Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Harvest Investment Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $228K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.