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Integrated Wealth Concepts’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Integrated Wealth Concepts’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 		$1.5M Sell
66,862
-2,873
-4% -$64.1K 0.01% 982
2026
Q1 		$1.55M Buy
69,735
+14,766
+27% +$334K 0.01% 880
2025
Q4 		$1.24M Buy
54,969
+1,361
+3% +$31.3K 0.01% 684
2025
Q3 		$1.24M Buy
+53,608
New +$1.21M 0.01% 871
2025
Q2 		– Sell
-8,904
Closed -$201K – 1995
2025
Q1 		$201K Sell
8,904
-30,628
-77% -$688K ﹤0.01% 1625
2024
Q4 		$879K Sell
39,532
-3,764
-9% -$87K 0.01% 879
2024
Q3 		$1.05M Buy
43,296
+986
+2% +$23.2K 0.01% 784
2024
Q2 		$954K Buy
42,310
+105
+0.2% +$2.37K 0.01% 781
2024
Q1 		$981K Buy
42,205
+5,772
+16% +$134K 0.01% 757
2023
Q4 		$867K Buy
36,433
+5,624
+18% +$123K 0.01% 786
2023
Q3 		$654K Buy
+30,809
New +$689K 0.01% 867

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 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 19.28% 1-Year Est. Return

Integrated Wealth Concepts's SPLB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 4.1% in Q2 2026, selling an estimated $64.1K and leaving 66,862 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #982.

Integrated Wealth Concepts first reported a position in SPLB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2026. 176 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Integrated Wealth Concepts held 66,862 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.5M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,873 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $64.1K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #982 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.55M in Q1 2026.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.