JWCA
SPLB icon

J.W. Cole Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

J.W. Cole 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 		$1.49M Sell
66,419
-7,348
-10% -$164K 0.03% 606
2026
Q1 		$1.64M Sell
73,767
-6,075
-8% -$137K 0.06% 285
2025
Q4 		$35.9K Sell
79,842
-3,574
-4% -$82.1K ﹤0.01% 1422
2025
Q3 		$1.93M Sell
83,416
-6,869
-8% -$155K 0.04% 469
2025
Q2 		$2.04M Buy
+90,285
New +$1.98M 0.04% 408
2025
Q1 		– Sell
-107,195
Closed -$2.38M – 1343
2024
Q4 		$2.38M Buy
107,195
+78,249
+270% +$1.81M 0.1% 212
2024
Q3 		$699K Buy
+28,946
New +$681K 0.03% 486

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

J.W. Cole Advisors's SPLB Position: Q2 2026 in Review

J.W. Cole Advisors reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 10% in Q2 2026, selling an estimated $164K and leaving 66,419 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #606.

J.W. Cole Advisors first reported a position in SPLB in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2024. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • J.W. Cole Advisors held 66,419 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.49M as of Q2 2026.
  • J.W. Cole Advisors sold 7,348 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $164K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #606 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • J.W. Cole Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $2.38M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.