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LifeGoal Wealth Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

LifeGoal Wealth 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 		$261K Sell
11,654
-289
-2% -$6.45K 0.12% 116
2026
Q1 		$265K Buy
11,943
+19
+0.2% +$430 0.15% 86
2025
Q4 		$269K Buy
11,924
+176
+1% +$4.04K 0.18% 64
2025
Q3 		$272K Buy
11,748
+79
+0.7% +$1.79K 0.23% 61
2025
Q2 		$263K Sell
11,669
-2,919
-20% -$64.1K 0.25% 53
2025
Q1 		$329K Buy
+14,588
New +$327K 0.36% 46

Other funds holding SPLB

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

LifeGoal Wealth Advisors's SPLB Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 2.4% in Q2 2026, selling an estimated $6.45K and leaving 11,654 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #116.

LifeGoal Wealth Advisors first reported a position in SPLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $329K in Q1 2025. 21 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • LifeGoal Wealth Advisors held 11,654 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $261K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 289 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $6.45K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • LifeGoal Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • LifeGoal Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $329K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.