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

RMG Wealth 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 		$107K Buy
+4,784
New +$108K 0.01% 110
2025
Q4 		– Sell
-2,228,596
Closed -$52.2M – 492
2025
Q3 		$52.2M Buy
2,228,596
+131,149
+6% +$2.97M 7.35% 6
2025
Q2 		$46.4M Buy
+2,097,447
New +$46.1M 7.13% 6

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
NI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RMG Wealth Management's SPLB Position: Q1 2026 in Review

RMG Wealth Management opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2026: 4,784 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #110 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in SPLB as recently as Q3 2025.

RMG Wealth Management first reported a position in SPLB in Q2 2025 and has held it in 3 quarters since. The position peaked at $52.2M in Q3 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • RMG Wealth Management held 4,784 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $107K as of Q1 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF was a new RMG Wealth Management position in Q1 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #110 holding.
  • RMG Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $52.2M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.