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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
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 $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

Sigma Planning Corp's SPLB Position: Q1 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 184% in Q1 2026, buying an estimated $680K and bringing the position to 46,395 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #556.

Sigma Planning Corp first reported a position in SPLB in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Sigma Planning Corp held 46,395 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.03M as of Q1 2026.
  • Sigma Planning Corp bought 30,073 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $680K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #556 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 3 quarters since.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.