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

Kestra Advisory Services’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	$395K	Sell	17,619 -10,367	-37%	-$231K	﹤0.01%	2526
2026 Q1	$622K	Buy	27,986 +18,059	+182%	+$408K	﹤0.01%	2060
2025 Q4	$224K	Sell	9,927 -1,276	-11%	-$29.3K	﹤0.01%	2790
2025 Q3	$259K	Sell	11,203 -2,886	-20%	-$65.3K	﹤0.01%	2562
2025 Q2	$318K	Buy	+14,089	New	+$310K	﹤0.01%	2302
2024 Q3	–	Sell	-20,704	Closed	-$467K	–	2720
2024 Q2	$467K	Buy	+20,704	New	+$467K	﹤0.01%	1827
2023 Q4	–	Sell	-12,032	Closed	-$256K	–	2332
2023 Q3	$256K	Sell	12,032 -2,192	-15%	-$49K	﹤0.01%	1775
2023 Q2	$331K	Buy	14,224 +148	+1%	+$3.43K	﹤0.01%	1552
2023 Q1	$332K	Buy	14,076 +1,443	+11%	+$33.7K	﹤0.01%	1503
2022 Q4	$284K	Buy	12,633 +286	+2%	+$6.37K	﹤0.01%	1783
2022 Q3	$269K	Buy	12,347 +1,010	+9%	+$24.3K	﹤0.01%	1664
2022 Q2	$273K	Buy	+11,337	New	+$284K	﹤0.01%	1682
2021 Q2	–	Sell	-8,328	Closed	-$251K	–	2035
2021 Q1	$251K	Sell	8,328 -4,715	-36%	-$147K	﹤0.01%	1576
2020 Q4	$431K	Buy	+13,043	New	+$422K	0.01%	1288

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

Kestra Advisory Services's SPLB Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 37% in Q2 2026, selling an estimated $231K and leaving 17,619 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Kestra Advisory Services first reported a position in SPLB in Q4 2020 and has held it in 14 quarters since. The position peaked at $622K in Q1 2026. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Kestra Advisory Services held 17,619 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $395K as of Q2 2026.
Kestra Advisory Services sold 10,367 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $231K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2526 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and has held it in 14 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $622K in Q1 2026.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.