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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Outlook Wealth Advisors's SPLB Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 26% in Q2 2026, selling an estimated $109K and leaving 13,888 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #246.

Outlook Wealth Advisors first reported a position in SPLB in Q1 2025 and has held it in 4 quarters since. The position peaked at $487K in Q2 2025. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Outlook Wealth Advisors held 13,888 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $311K as of Q2 2026.
  • Outlook Wealth Advisors sold 4,899 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $109K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #246 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 4 quarters since.
  • Outlook Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $487K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.