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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
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

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s SPLB Position: Q3 2025 in Review

Heritage Wealth Management (Ohio) sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2025, closing a stake of 9,250 shares — an estimated $209K sold.

Heritage Wealth Management (Ohio) first reported a position in SPLB in Q4 2024 and held it in 3 quarters. The position peaked at $209K in Q2 2025. 149 funds tracked by Wall St. Rank hold SPLB as of Q3 2025.

  • Heritage Wealth Management (Ohio) reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 9,250 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2025, an estimated $209K.
  • Heritage Wealth Management (Ohio) first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Heritage Wealth Management (Ohio)'s State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $209K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2025, filed 4 Nov 2025.