Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Legacy Financial Group (Iowa)’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
2025
Q1 		– Sell
-12,811
Closed -$285K – 116
2024
Q4 		$285K Sell
12,811
-257,540
-95% -$5.95M 0.05% 93
2024
Q3 		$6.53M Buy
270,351
+2,962
+1% +$69.6K 1.26% 23
2024
Q2 		$6.03M Buy
267,389
+5,417
+2% +$122K 1.19% 24
2024
Q1 		$6.09M Buy
261,972
+242,544
+1,248% +$5.62M 1.23% 21
2023
Q4 		$462K Sell
19,428
-249,734
-93% -$5.45M 2.1% 13
2023
Q3 		$5.72M Buy
269,162
+29,755
+12% +$665K 1.34% 18
2023
Q2 		$5.57M Buy
+239,407
New +$5.54M 1.44% 20
2023
Q1 		– Sell
-10,364
Closed -$233K – 49
2022
Q4 		$233K Sell
10,364
-490
-5% -$10.9K 0.07% 45
2022
Q3 		$236K Sell
10,854
-3,290
-23% -$79.2K 0.08% 36
2022
Q2 		$341K Sell
14,144
-2,695
-16% -$67.5K 0.11% 38
2022
Q1 		$468K Buy
+16,839
New +$486K 0.14% 39
2021
Q4 		– Sell
-26,568
Closed -$833K – 54
2021
Q3 		$833K Sell
26,568
-13,804
-34% -$444K 0.25% 45
2021
Q2 		$1.28M Sell
40,372
-150,013
-79% -$4.62M 0.39% 41
2021
Q1 		$5.74M Buy
190,385
+15,138
+9% +$472K 2% 14
2020
Q4 		$5.8M Buy
+175,247
New +$5.67M 2.23% 15

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Legacy Financial Group (Iowa)'s SPLB Position: Q1 2025 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2025, closing a stake of 12,811 shares — an estimated $285K sold.

Legacy Financial Group (Iowa) first reported a position in SPLB in Q4 2020 and held it in 15 quarters. The position peaked at $6.53M in Q3 2024. 167 funds tracked by Wall St. Rank hold SPLB as of Q1 2025.

  • Legacy Financial Group (Iowa) reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 12,811 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2025, an estimated $285K.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
  • Legacy Financial Group (Iowa)'s State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $6.53M in Q3 2024.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2025, filed 10 Apr 2025.