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

Novem 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 Q3	$1.42M	Buy	69,723 +4,960	+8%	+$106K	0.14%	127
2026 Q2	$1.45M	Buy	64,763 +2,306	+4%	+$51.5K	0.15%	122
2026 Q1	$1.39M	Buy	62,457 +4,999	+9%	+$113K	0.16%	115
2025 Q4	$1.3M	Buy	57,458 +4,903	+9%	+$113K	0.15%	120
2025 Q3	$1.22M	Buy	52,555 +2,017	+4%	+$45.6K	0.14%	136
2025 Q2	$1.14M	Buy	50,538 +4,265	+9%	+$93.7K	0.14%	120
2025 Q1	$1.04M	Buy	46,273 +6,274	+16%	+$141K	0.15%	128
2024 Q4	$889K	Buy	+39,999	New	+$925K	0.13%	134

Other funds holding SPLB

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Novem Group's SPLB Position: Q3 2026 in Review

Novem Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 7.7% in Q3 2026, buying an estimated $106K and bringing the position to 69,723 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #127.

Novem Group first reported a position in SPLB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q2 2026. 29 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

Novem Group held 69,723 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.42M as of Q3 2026.
Novem Group bought 4,960 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $106K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.14% of Novem Group's portfolio in Q3 2026, its #127 holding.
Novem Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Novem Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.45M in Q2 2026.
29 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.