Prospera Financial Services’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Prospera Financial Services’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	$1.15M	Sell	51,610 -5,689	-10%	-$129K	0.02%	662
2025 Q4	$1.29M	Sell	57,299 -1,352	-2%	-$31.1K	0.02%	604
2025 Q3	$1.36M	Buy	58,651 +460	+0.8%	+$10.4K	0.02%	581
2025 Q2	$1.31M	Sell	58,191 -4,922	-8%	-$108K	0.02%	578
2025 Q1	$1.42M	Sell	63,113 -7,147	-10%	-$160K	0.03%	470
2024 Q4	$1.56M	Sell	70,260 -52,418	-43%	-$1.21M	0.04%	426
2024 Q3	$2.96M	Buy	122,678 +112,524	+1,108%	+$2.65M	0.08%	273
2024 Q2	$229K	Sell	10,154 -5,151	-34%	-$116K	0.01%	1025
2024 Q1	$356K	Buy	15,305 +2,268	+17%	+$52.5K	0.01%	836
2023 Q4	$310K	Buy	13,037 +1,237	+10%	+$27K	0.01%	834
2023 Q3	$251K	Buy	+11,800	New	+$264K	0.01%	873
2022 Q2	–	Sell	-325	Closed	-$9K	–	2479
2022 Q1	$9K	Buy	+325	New	+$9.39K	﹤0.01%	2092
2020 Q4	–	Sell	-325	Closed	-$10K	–	1441
2020 Q3	$10K	Buy	+325	New	+$10.6K	﹤0.01%	1119
2015 Q2	–	Sell	-149,099	Closed	-$4.21M	–	331
2015 Q1	$4.21M	Buy	149,099 +28,386	+24%	+$802K	0.94%	16
2014 Q4	$3.33M	Buy	120,713 +51,851	+75%	+$1.42M	0.83%	19
2014 Q3	$1.86M	Buy	+68,862	New	+$1.87M	0.5%	36

Other funds holding SPLB

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

SONA Asset Management (US) New York $2.61B 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

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

Bank of America

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