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NewSquare Capital’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-420
Closed -$9.48K – 1085
2025
Q2 		$9.48K Hold
420
– – ﹤0.01% 659
2025
Q1 		$9.48K Sell
420
-628
-60% -$14.1K ﹤0.01% 562
2024
Q4 		$23.3K Sell
1,048
-330,308
-100% -$7.64M ﹤0.01% 222
2024
Q3 		$8.01M Buy
+331,356
New +$7.79M 0.64% 46
2021
Q2 		– Sell
-3,105
Closed -$95.6K – 376
2021
Q1 		$94K Sell
3,105
-279,985
-99% -$8.74M 0.01% 165
2020
Q4 		$9.37M Sell
283,090
-10,222
-3% -$331K 1.31% 22
2020
Q3 		$9.32M Sell
293,312
-233,696
-44% -$7.59M 1.5% 20
2020
Q2 		$16.7M Buy
527,008
+520,343
+7,807% +$15.8M 2.85% 9
2020
Q1 		$190K Sell
6,665
-323,350
-98% -$9.74M 0.04% 137
2019
Q4 		$9.94M Buy
+330,015
New +$9.88M 1.64% 22
2015
Q2 		– Sell
-292,370
Closed -$8.26M – 358
2015
Q1 		$8.26M Buy
292,370
+100,206
+52% +$2.83M 2.54% 12
2014
Q4 		$5.3M Buy
192,164
+101,607
+112% +$2.78M 1.78% 21
2014
Q3 		$2.44M Buy
+90,557
New +$2.45M 0.87% 42

Other funds holding SPLB

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewSquare Capital's SPLB Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2025, closing a stake of 420 shares — an estimated $9.48K sold.

NewSquare Capital first reported a position in SPLB in Q3 2014 and held it in 13 quarters. The position peaked at $16.7M in Q2 2020. 149 funds tracked by Wall St. Rank hold SPLB as of Q3 2025.

  • NewSquare Capital reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 420 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2025, an estimated $9.48K.
  • NewSquare Capital first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2014 and held it in 13 quarters.
  • NewSquare Capital's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $16.7M in Q2 2020.
  • 149 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.