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

HBW Advisory 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
Q2 		– Sell
-12,624
Closed -$285K – 419
2025
Q1 		$285K Buy
12,624
+565
+5% +$12.7K 0.04% 297
2024
Q4 		$268K Buy
12,059
+706
+6% +$16.3K 0.03% 293
2024
Q3 		$274K Buy
11,353
+501
+5% +$11.8K 0.04% 292
2024
Q2 		$245K Buy
10,852
+1,192
+12% +$26.9K 0.04% 291
2024
Q1 		$230K Hold
9,660
– – 0.04% 273
2023
Q4 		$230K Buy
9,660
+180
+2% +$3.93K 0.04% 273
2023
Q3 		$201K Buy
+9,480
New +$212K 0.04% 270
2021
Q3 		– Sell
-74,794
Closed -$2.38M – 269
2021
Q2 		$2.38M Buy
74,794
+6,023
+9% +$185K 0.63% 52
2021
Q1 		$2.08M Sell
68,771
-1,345
-2% -$42K 0.55% 65
2020
Q4 		$2.32M Buy
70,116
+11,498
+20% +$372K 0.71% 57
2020
Q3 		$1.86M Buy
58,618
+43,645
+291% +$1.42M 0.76% 49
2020
Q2 		$475K Buy
14,973
+3,622
+32% +$110K 0.22% 108
2020
Q1 		$331K Buy
11,351
+203
+2% +$6.12K 0.24% 84
2019
Q4 		$335K Buy
+11,148
New +$334K 0.2% 100

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
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

HBW Advisory Services's SPLB Position: Q2 2025 in Review

HBW Advisory Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2025, closing a stake of 12,624 shares — an estimated $285K sold.

HBW Advisory Services first reported a position in SPLB in Q4 2019 and held it in 14 quarters. The position peaked at $2.38M in Q2 2021. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

  • HBW Advisory Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • HBW Advisory Services sold 12,624 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $285K.
  • HBW Advisory Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
  • HBW Advisory Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $2.38M in Q2 2021.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.