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

SHP 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 		$920K Sell
41,392
-4,987
-11% -$113K 0.07% 90
2025
Q4 		$1.05M Buy
+46,379
New +$1.07M 0.08% 77

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

SHP Wealth Management reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 11% in Q1 2026, selling an estimated $113K and leaving 41,392 shares worth $920K. The position accounts for 0.07% of the portfolio, ranked #90.

SHP Wealth Management first reported a position in SPLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • SHP Wealth Management held 41,392 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $920K as of Q1 2026.
  • SHP Wealth Management sold 4,987 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $113K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #90 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.05M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.