Sharkey, Howes & Javer’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Sharkey, Howes & Javer’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	$660K	Sell	29,474 -35,971	-55%	-$803K	0.08%	102
2026 Q1	$1.45M	Buy	+65,445	New	+$1.48M	0.2%	68
2025 Q4	–	Sell	-127,032	Closed	-$2.94M	–	164
2025 Q3	$2.94M	Sell	127,032 -8,091	-6%	-$183K	0.38%	48
2025 Q2	$3.05M	Buy	+135,123	New	+$2.97M	0.41%	49

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

Sharkey, Howes & Javer's SPLB Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 55% in Q2 2026, selling an estimated $803K and leaving 29,474 shares worth $660K. The position accounts for 0.08% of the portfolio, ranked #102.

Sharkey, Howes & Javer first reported a position in SPLB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.05M in Q2 2025. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Sharkey, Howes & Javer held 29,474 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $660K as of Q2 2026.
Sharkey, Howes & Javer sold 35,971 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $803K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.08% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #102 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3.05M 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 Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.