Milestone Asset Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Milestone Asset Management’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	–	Sell	-36,587	Closed	-$813K	–	286
2026 Q1	$813K	Sell	36,587 -795	-2%	-$18K	0.15%	133
2025 Q4	$844K	Buy	+37,382	New	+$859K	0.16%	118
2025 Q1	–	Sell	-318,280	Closed	-$7.08M	–	249
2024 Q4	$7.08M	Buy	+318,280	New	+$7.36M	1.56%	14
2024 Q2	–	Sell	-270,033	Closed	-$6.28M	–	206
2024 Q1	$6.28M	Buy	+270,033	New	+$6.25M	1.79%	10

Other funds holding SPLB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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 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

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

Milestone Asset Management's SPLB Position: Q2 2026 in Review

Milestone Asset Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2026, closing a stake of 36,587 shares — an estimated $813K sold.

Milestone Asset Management first reported a position in SPLB in Q1 2024 and held it in 4 quarters. The position peaked at $7.08M in Q4 2024. 21 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Milestone Asset Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Milestone Asset Management sold 36,587 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $813K.
Milestone Asset Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
Milestone Asset Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $7.08M in Q4 2024.
21 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.