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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Outlook Wealth Advisors's SPLB Position: Q1 2026 in Review

Outlook Wealth Advisors opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2026: 18,787 shares worth $417K. The stake represents 0.1% of the portfolio and ranks #197 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in SPLB as recently as Q2 2025.

Outlook Wealth Advisors first reported a position in SPLB in Q1 2025 and has held it in 3 quarters since. The position peaked at $487K in Q2 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

Outlook Wealth Advisors held 18,787 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $417K as of Q1 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Outlook Wealth Advisors position in Q1 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.1% of Outlook Wealth Advisors's portfolio in Q1 2026, its #197 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 3 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $487K in Q2 2025.
178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.