HWMO
SPLB icon

Heritage Wealth Management (Ohio)’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Heritage Wealth Management (Ohio)’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 		$215K Buy
+9,600
New +$214K 0.05% 259
2025
Q3 		– Sell
-9,250
Closed -$209K – 253
2025
Q2 		$209K Hold
9,250
– – 0.07% 230
2025
Q1 		$209K Hold
9,250
– – 0.07% 217
2024
Q4 		$206K Buy
+9,250
New +$214K 0.07% 221

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

Heritage Wealth Management (Ohio)'s SPLB Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2026: 9,600 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SPLB as recently as Q2 2025.

Heritage Wealth Management (Ohio) first reported a position in SPLB in Q4 2024 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 9,600 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $215K as of Q2 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #259 holding.
  • Heritage Wealth Management (Ohio) first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.