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

Merit 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
2025
Q4 		– Sell
-28,673
Closed -$663K – 2022
2025
Q3 		$663K Buy
28,673
+1,301
+5% +$29.4K 0.01% 1033
2025
Q2 		$618K Buy
+27,372
New +$601K 0.01% 1003

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Merit Financial Group's SPLB Position: Q4 2025 in Review

Merit Financial Group sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2025, closing a stake of 28,673 shares — an estimated $663K sold.

Merit Financial Group first reported a position in SPLB in Q2 2025 and held it in 2 quarters. The position peaked at $663K in Q3 2025. 169 funds tracked by Wall St. Rank hold SPLB as of Q4 2025.

  • Merit Financial Group reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 28,673 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2025, an estimated $663K.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $663K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.