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KKM Financial’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

KKM Financial’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 		$863K Buy
38,514
+4,364
+13% +$97.4K 0.12% 96
2026
Q1 		$771K Hold
34,150
– – 0.14% 103
2025
Q4 		$771K Buy
34,150
+2,165
+7% +$49.7K 0.14% 103
2025
Q3 		$739K Sell
31,985
-5,288
-14% -$120K 0.23% 75
2025
Q2 		$842K Buy
37,273
+855
+2% +$18.8K 0.29% 76
2025
Q1 		$794K Buy
36,418
+105
+0.3% +$2.36K 0.34% 78
2024
Q4 		$813K Buy
+36,313
New +$839K 0.34% 71
2024
Q3 		– Sell
-34,354
Closed -$815K – 153
2024
Q2 		$815K Buy
34,354
+751
+2% +$16.9K 0.39% 73
2024
Q1 		$781K Buy
+33,603
New +$778K 0.38% 74

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

KKM Financial's SPLB Position: Q2 2026 in Review

KKM Financial increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 13% in Q2 2026, buying an estimated $97.4K and bringing the position to 38,514 shares worth $863K. The position accounts for 0.12% of the portfolio, ranked #96.

KKM Financial first reported a position in SPLB in Q1 2024 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • KKM Financial held 38,514 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $863K as of Q2 2026.
  • KKM Financial bought 4,364 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $97.4K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.12% of KKM Financial's portfolio in Q2 2026, its #96 holding.
  • KKM Financial first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.