Sigma Planning Corp
SPLB icon

Sigma Planning Corp’s State Street SPDR Portfolio Long Term Corporate Bond Index 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
Q3 		$668K Sell
32,757
-21,652
-40% -$464K 0.02% 732
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% +$9.7K 0.01% 929
2025
Q3 		$368K Buy
+15,899
New +$360K 0.01% 952

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NYL Investors
NYL Investors New York $250M AUM 2.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Sigma Planning Corp's SPLB Position: Q3 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio Long Term Corporate Bond Index ETF (SPLB) stake by 40% in Q3 2026, selling an estimated $464K and leaving 32,757 shares worth $668K. The position accounts for 0.02% of the portfolio, ranked #732.

Sigma Planning Corp first reported a position in SPLB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q2 2026. 114 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

  • Sigma Planning Corp held 32,757 shares of State Street SPDR Portfolio Long Term Corporate Bond Index ETF worth $668K as of Q3 2026.
  • Sigma Planning Corp sold 21,652 State Street SPDR Portfolio Long Term Corporate Bond Index ETF shares in Q3 2026, an estimated $464K.
  • State Street SPDR Portfolio Long Term Corporate Bond Index ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #732 holding.
  • Sigma Planning Corp first reported a position in State Street SPDR Portfolio Long Term Corporate Bond Index ETF in Q3 2025 and has held it in 5 quarters since.
  • Sigma Planning Corp's State Street SPDR Portfolio Long Term Corporate Bond Index ETF position peaked at $1.22M in Q2 2026.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond Index ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.