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Spectrum Wealth Advisory Group’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Spectrum Wealth Advisory Group’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 		$2.88M Sell
129,706
-163,756
-56% -$3.7M 1.07% 19
2025
Q4 		$6.63M Buy
293,462
+239,605
+445% +$5.5M 2.44% 13
2025
Q3 		$1.25M Sell
53,857
-196,361
-78% -$4.44M 0.51% 27
2025
Q2 		$5.65M Buy
+250,218
New +$5.5M 2.63% 11

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

Spectrum Wealth Advisory Group's SPLB Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 56% in Q1 2026, selling an estimated $3.7M and leaving 129,706 shares worth $2.88M. The position accounts for 1.07% of the portfolio, ranked #19.

Spectrum Wealth Advisory Group first reported a position in SPLB in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.63M in Q4 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Spectrum Wealth Advisory Group held 129,706 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.88M as of Q1 2026.
  • Spectrum Wealth Advisory Group sold 163,756 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $3.7M.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 1.07% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #19 holding.
  • Spectrum Wealth Advisory Group 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.
  • Spectrum Wealth Advisory Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $6.63M 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 Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.