&Partners’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

&Partners’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	$366K	Sell	16,357 -1,749	-10%	-$39K	﹤0.01%	2019
2026 Q1	$397K	Sell	18,106 -2,506	-12%	-$56.7K	﹤0.01%	1823
2025 Q4	$465K	Sell	20,612 -1,058	-5%	-$24.3K	﹤0.01%	1647
2025 Q3	$501K	Sell	21,670 -7,988	-27%	-$181K	﹤0.01%	1436
2025 Q2	$669K	Sell	29,658 -3,323	-10%	-$73K	0.01%	1195
2025 Q1	$741K	Sell	32,981 -12,182	-27%	-$273K	0.01%	948
2024 Q4	$1M	Sell	45,163 -120,757	-73%	-$2.79M	0.01%	768
2024 Q3	$4.01M	Sell	165,920 -20,224	-11%	-$475K	0.08%	242
2024 Q2	$4.2M	Buy	+186,144	New	+$4.2M	0.18%	124

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

&Partners's SPLB Position: Q2 2026 in Review

&Partners reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 9.7% in Q2 2026, selling an estimated $39K and leaving 16,357 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

&Partners first reported a position in SPLB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.2M in Q2 2024. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

&Partners held 16,357 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $366K as of Q2 2026.
&Partners sold 1,749 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $39K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2019 holding.
&Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $4.2M in Q2 2024.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.