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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
Q2 		$894K Sell
39,903
-89,803
-69% -$2M 0.25% 35
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 $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

Spectrum Wealth Advisory Group's SPLB Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 69% in Q2 2026, selling an estimated $2M and leaving 39,903 shares worth $894K. The position accounts for 0.25% of the portfolio, ranked #35.

Spectrum Wealth Advisory Group first reported a position in SPLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.63M in Q4 2025. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Spectrum Wealth Advisory Group held 39,903 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $894K as of Q2 2026.
  • Spectrum Wealth Advisory Group sold 89,803 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $2M.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.25% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #35 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 5 quarters since.
  • Spectrum Wealth Advisory Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $6.63M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.