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

Lockerman Financial Group’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 		$600K Buy
26,781
+4,964
+23% +$111K 0.92% 27
2026
Q1 		$485K Buy
+21,817
New +$493K 0.87% 37
2025
Q3 		– Sell
-23,267
Closed -$525K – 130
2025
Q2 		$525K Buy
23,267
+2,882
+14% +$63.3K 0.71% 37
2025
Q1 		$460K Buy
+20,385
New +$458K 0.7% 39

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

Lockerman Financial Group's SPLB Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 23% in Q2 2026, buying an estimated $111K and bringing the position to 26,781 shares worth $600K. The position accounts for 0.92% of the portfolio, ranked #27.

Lockerman Financial Group first reported a position in SPLB in Q1 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Lockerman Financial Group held 26,781 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $600K as of Q2 2026.
  • Lockerman Financial Group bought 4,964 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $111K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.92% of Lockerman Financial Group's portfolio in Q2 2026, its #27 holding.
  • Lockerman Financial Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.