Raleigh Capital Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Raleigh Capital Management’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	$2.17M	Buy	97,476 +68,477	+236%	+$1.55M	0.75%	41
2025 Q4	$655K	Buy	28,999 +28,068	+3,015%	+$645K	0.24%	107
2025 Q3	$21.5K	Sell	931 -94,101	-99%	-$2.13M	0.01%	312
2025 Q2	$2.14M	Buy	95,032 +10,203	+12%	+$224K	0.9%	24
2025 Q1	$1.91M	Buy	+84,829	New	+$1.9M	0.87%	29
2024 Q3	–	Sell	-13,197	Closed	-$298K	–	1052
2024 Q2	$298K	Buy	13,197 +5,095	+63%	+$115K	0.13%	163
2024 Q1	$188K	Buy	8,102 +7,885	+3,634%	+$183K	0.08%	205
2023 Q4	$5.16K	Buy	+217	New	+$4.74K	﹤0.01%	730
2022 Q2	–	Sell	-59,242	Closed	-$1.65M	–	662
2022 Q1	$1.65M	Buy	59,242 +4,987	+9%	+$144K	0.89%	26
2021 Q4	$1.71M	Buy	+54,255	New	+$1.72M	1.75%	13

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