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

Richardson 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 Q2	$254K	Sell	11,318 -597	-5%	-$13.3K	0.14%	142
2026 Q1	$265K	Buy	11,915 +7,858	+194%	+$178K	0.17%	128
2025 Q4	$93.6K	Buy	4,057 +3,618	+824%	+$83.1K	0.03%	235
2025 Q3	$13.1K	Sell	439 -21,256	-98%	-$481K	0.01%	416
2025 Q2	$489K	Buy	21,695 +1,628	+8%	+$35.8K	0.33%	90
2025 Q1	$453K	Buy	+20,067	New	+$450K	0.34%	87
2024 Q4	–	Sell	-1,173	Closed	-$26.5K	–	648
2024 Q3	$26.5K	Hold	1,173	–	–	0.02%	316
2024 Q2	$26.5K	Buy	1,173 +222	+23%	+$5K	0.02%	301
2024 Q1	$16.5K	Buy	951 +622	+189%	+$14.4K	0.01%	362
2023 Q4	$7.83K	Buy	+329	New	+$7.18K	0.01%	327

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

Richardson Financial Services's SPLB Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 5% in Q2 2026, selling an estimated $13.3K and leaving 11,318 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #142.

Richardson Financial Services first reported a position in SPLB in Q4 2023 and has held it in 10 quarters since. The position peaked at $489K in Q2 2025. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Richardson Financial Services held 11,318 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $254K as of Q2 2026.
Richardson Financial Services sold 597 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $13.3K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.14% of Richardson Financial Services's portfolio in Q2 2026, its #142 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $489K in Q2 2025.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.