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

MinichMacGregor Wealth 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
2025
Q4 		– Sell
-26,251
Closed -$607K – 153
2025
Q3 		$607K Buy
+26,251
New +$594K 0.12% 68

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MinichMacGregor Wealth Management's SPLB Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2025, closing a stake of 26,251 shares — an estimated $607K sold.

MinichMacGregor Wealth Management first reported a position in SPLB in Q3 2025 and held it in 1 quarter. The position peaked at $607K in Q3 2025. 168 funds tracked by Wall St. Rank hold SPLB as of Q4 2025.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 26,251 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2025, an estimated $607K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $607K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.