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

HF Advisory Group’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
Q3 		$340K Buy
16,669
+1,251
+8% +$26.8K 0.1% 147
2026
Q2 		$345K Buy
15,418
+982
+7% +$21.9K 0.11% 148
2026
Q1 		$321K Sell
14,436
-525
-4% -$11.9K 0.11% 143
2025
Q4 		$338K Buy
14,961
+639
+4% +$14.7K 0.12% 144
2025
Q3 		$331K Buy
14,322
+3,788
+36% +$85.7K 0.12% 140
2025
Q2 		$238K Buy
10,534
+264
+3% +$5.8K 0.09% 147
2025
Q1 		$232K Sell
10,270
-295
-3% -$6.62K 0.1% 144
2024
Q4 		$235K Sell
10,565
-893
-8% -$20.6K 0.11% 147
2024
Q3 		$277K Sell
11,458
-3,537
-24% -$83.2K 0.13% 147
2024
Q2 		$338K Buy
14,995
+1,025
+7% +$23.1K 0.17% 131
2024
Q1 		$325K Buy
13,970
+1,470
+12% +$34K 0.18% 135
2023
Q4 		$297K Buy
12,500
+2,295
+22% +$50.1K 0.19% 133
2023
Q3 		$219K Buy
10,205
+560
+6% +$12.5K 0.16% 137
2023
Q2 		$224K Sell
9,645
-102
-1% -$2.36K 0.18% 128
2023
Q1 		$230K Sell
9,747
-924
-9% -$21.6K 0.2% 124
2022
Q4 		$240K Buy
+10,671
New +$238K 0.24% 119

Other funds holding SPLB

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HF Advisory Group's SPLB Position: Q3 2026 in Review

HF Advisory Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 8.1% in Q3 2026, buying an estimated $26.8K and bringing the position to 16,669 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #147.

HF Advisory Group first reported a position in SPLB in Q4 2022 and has held it in 16 quarters since. The position peaked at $345K in Q2 2026. 8 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

  • HF Advisory Group held 16,669 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $340K as of Q3 2026.
  • HF Advisory Group bought 1,251 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $26.8K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.1% of HF Advisory Group's portfolio in Q3 2026, its #147 holding.
  • HF Advisory Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $345K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.