IFP Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

IFP Advisors’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	$1.58M	Sell	70,327 -2,588	-4%	-$57.7K	0.03%	567
2026 Q1	$1.62M	Sell	72,915 -131,686	-64%	-$2.98M	0.03%	524
2025 Q4	$4.62M	Sell	204,601 -59,490	-23%	-$1.37M	0.1%	209
2025 Q3	$6.11M	Buy	264,091 +17,020	+7%	+$385K	0.16%	138
2025 Q2	$5.58M	Buy	247,071 +2,910	+1%	+$63.9K	0.16%	138
2025 Q1	$5.51M	Sell	244,161 -1,638	-0.7%	-$36.8K	0.17%	125
2024 Q4	$5.46M	Buy	245,799 +13,250	+6%	+$306K	0.18%	120
2024 Q3	$5.62M	Buy	232,549 +89,433	+62%	+$2.1M	0.2%	106
2024 Q2	$3.23M	Buy	143,116 +9,246	+7%	+$208K	0.13%	161
2024 Q1	$3.11M	Buy	133,870 +24,252	+22%	+$562K	0.14%	158
2023 Q4	$2.61M	Buy	+109,618	New	+$2.39M	0.12%	179
2023 Q1	–	Sell	-172	Closed	-$7K	–	4302
2022 Q4	$7K	Sell	172 -135	-44%	-$3.01K	﹤0.01%	3630
2022 Q3	$8K	Hold	307	–	–	﹤0.01%	3806
2022 Q2	$8K	Hold	307	–	–	﹤0.01%	3556
2022 Q1	$8K	Buy	+307	New	+$8.87K	﹤0.01%	3555
2021 Q1	–	Sell	-1,604	Closed	-$50K	–	3213
2020 Q4	$55K	Buy	1,604 +612	+62%	+$19.8K	﹤0.01%	1405
2020 Q3	$30K	Buy	+992	New	+$32.2K	﹤0.01%	1478
2019 Q1	$81K	Sell	3,000 -594	-17%	-$15.5K	0.01%	771
2018 Q4	$91K	Buy	3,594 +579	+19%	+$14.6K	0.01%	1249
2018 Q3	$79K	Hold	3,015	–	–	﹤0.01%	1627
2018 Q2	$79K	Buy	3,015 +2,347	+351%	+$62K	﹤0.01%	1629
2018 Q1	$19K	Hold	668	–	–	﹤0.01%	2419
2017 Q4	$19K	Sell	668 -157	-19%	-$4.43K	﹤0.01%	2455
2017 Q3	$23K	Hold	825	–	–	﹤0.01%	2516
2017 Q2	$23K	Sell	825 -155	-16%	-$4.24K	﹤0.01%	2502
2017 Q1	$26K	Buy	980 +272	+38%	+$7.24K	﹤0.01%	2334
2016 Q4	$19K	Buy	708 +6	+0.9%	+$162	﹤0.01%	2507
2016 Q3	$20K	Hold	702	–	–	﹤0.01%	2399
2016 Q2	$20K	Sell	702 -3,798	-84%	-$103K	﹤0.01%	2345
2016 Q1	$81K	Buy	4,500 +3,124	+227%	+$79.1K	0.01%	771
2015 Q4	$34K	Buy	+1,376	New	+$35.1K	﹤0.01%	1848

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFP Advisors's SPLB Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 3.5% in Q2 2026, selling an estimated $57.7K and leaving 70,327 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #567.

IFP Advisors first reported a position in SPLB in Q4 2015 and has held it in 31 quarters since. The position peaked at $6.11M in Q3 2025. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

IFP Advisors held 70,327 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.58M as of Q2 2026.
IFP Advisors sold 2,588 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $57.7K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #567 holding.
IFP Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2015 and has held it in 31 quarters since.
IFP Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $6.11M in Q3 2025.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.