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Landmark Wealth Management (Illinois)’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Landmark Wealth Management (Illinois)’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 		$2.41M Sell
107,676
-11,095
-9% -$248K 0.8% 19
2026
Q1 		$2.64M Buy
118,771
+80,211
+208% +$1.81M 1% 16
2025
Q4 		$871K Buy
+38,560
New +$886K 0.33% 29
2025
Q3 		– Sell
-148,474
Closed -$3.35M – 44
2025
Q2 		$3.35M Buy
148,474
+18,812
+15% +$413K 1.44% 12
2025
Q1 		$2.93M Buy
+129,662
New +$2.91M 1.4% 13

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

Landmark Wealth Management (Illinois)'s SPLB Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 9.3% in Q2 2026, selling an estimated $248K and leaving 107,676 shares worth $2.41M. The position accounts for 0.8% of the portfolio, ranked #19.

Landmark Wealth Management (Illinois) first reported a position in SPLB in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.35M in Q2 2025. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Landmark Wealth Management (Illinois) held 107,676 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.41M as of Q2 2026.
  • Landmark Wealth Management (Illinois) sold 11,095 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $248K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.8% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #19 holding.
  • Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Landmark Wealth Management (Illinois)'s State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3.35M in Q2 2025.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.