Outlook Wealth Advisors
SPLB icon

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

Outlook Wealth Advisors’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 		$438K Buy
21,501
+7,613
+55% +$163K 0.09% 204
2026
Q2 		$311K Sell
13,888
-4,899
-26% -$109K 0.07% 246
2026
Q1 		$417K Buy
+18,787
New +$425K 0.1% 197
2025
Q3 		– Sell
-21,572
Closed -$487K – 324
2025
Q2 		$487K Buy
21,572
+1,395
+7% +$30.6K 0.13% 148
2025
Q1 		$455K Buy
+20,177
New +$453K 0.13% 145

Other funds holding SPLB

Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
Fjell Capital
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM

Outlook Wealth Advisors's SPLB Position: Q3 2026 in Review

Outlook Wealth Advisors increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 55% in Q3 2026, buying an estimated $163K and bringing the position to 21,501 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #204.

Outlook Wealth Advisors first reported a position in SPLB in Q1 2025 and has held it in 5 quarters since. The position peaked at $487K in Q2 2025. 68 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

  • Outlook Wealth Advisors held 21,501 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $438K as of Q3 2026.
  • Outlook Wealth Advisors bought 7,613 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $163K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.09% of Outlook Wealth Advisors's portfolio in Q3 2026, its #204 holding.
  • Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Outlook Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $487K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.