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Hedeker Wealth’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Hedeker Wealth’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 		$7.5M Sell
335,036
-5,119
-2% -$114K 1.43% 25
2026
Q1 		$7.56M Buy
340,155
+70,220
+26% +$1.59M 1.6% 22
2025
Q4 		$6.1M Sell
269,935
-2,323
-0.9% -$53.4K 1.28% 28
2025
Q3 		$6.29M Sell
272,258
-23,810
-8% -$539K 1.31% 25
2025
Q2 		$6.68M Sell
296,068
-1,778
-0.6% -$39.1K 1.56% 22
2025
Q1 		$6.72M Sell
297,846
-85,325
-22% -$1.92M 1.81% 18
2024
Q4 		$8.52M Sell
383,171
-22,185
-5% -$513K 2.12% 12
2024
Q3 		$9.79M Buy
405,356
+36,584
+10% +$860K 2.6% 8
2024
Q2 		$8.32M Buy
368,772
+182,544
+98% +$4.11M 2.41% 11
2024
Q1 		$4.33M Buy
186,228
+16,829
+10% +$390K 1.25% 31
2023
Q4 		$4.03M Sell
169,399
-139,752
-45% -$3.05M 1.27% 31
2023
Q3 		$6.57M Buy
309,151
+11,363
+4% +$254K 2.28% 11
2023
Q2 		$6.93M Buy
297,788
+136,788
+85% +$3.17M 2.31% 9
2023
Q1 		$3.8M Buy
+161,000
New +$3.76M 1.35% 27

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Hedeker Wealth's SPLB Position: Q2 2026 in Review

Hedeker Wealth reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 1.5% in Q2 2026, selling an estimated $114K and leaving 335,036 shares worth $7.5M. The position accounts for 1.43% of the portfolio, ranked #25.

Hedeker Wealth first reported a position in SPLB in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.79M in Q3 2024. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Hedeker Wealth held 335,036 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $7.5M as of Q2 2026.
  • Hedeker Wealth sold 5,119 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 1.43% of Hedeker Wealth's portfolio in Q2 2026, its #25 holding.
  • Hedeker Wealth first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Hedeker Wealth's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $9.79M in Q3 2024.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.