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Sigma Planning Corp’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Sigma Planning Corp’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 		$1.22M Buy
54,409
+8,014
+17% +$179K 0.03% 529
2026
Q1 		$1.03M Buy
46,395
+30,073
+184% +$680K 0.03% 556
2025
Q4 		$369K Buy
16,322
+423
+3% +$9.72K 0.01% 929
2025
Q3 		$368K Buy
+15,899
New +$360K 0.01% 952

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sigma Planning Corp's SPLB Position: Q2 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 17% in Q2 2026, buying an estimated $179K and bringing the position to 54,409 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #529.

Sigma Planning Corp first reported a position in SPLB in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Sigma Planning Corp held 54,409 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.22M as of Q2 2026.
  • Sigma Planning Corp bought 8,014 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $179K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #529 holding.
  • Sigma Planning Corp first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.