HW
SPLB icon

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
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 $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

Hedeker Wealth's SPLB Position: Q1 2026 in Review

Hedeker Wealth increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 26% in Q1 2026, buying an estimated $1.59M and bringing the position to 340,155 shares worth $7.56M. The position accounts for 1.6% of the portfolio, ranked #22.

Hedeker Wealth first reported a position in SPLB in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.79M in Q3 2024. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Hedeker Wealth held 340,155 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $7.56M as of Q1 2026.
  • Hedeker Wealth bought 70,220 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $1.59M.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 1.6% of Hedeker Wealth's portfolio in Q1 2026, its #22 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 13 quarters since.
  • Hedeker Wealth's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $9.79M in Q3 2024.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.