Spectrum Wealth Advisory Group’s State Street SPDR Portfolio Long Term Corporate Bond Index 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 Q3	$755K	Sell	37,049 -2,854	-7%	-$61.2K	0.21%	39
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 Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

NYL Investors New York $250M AUM 2.05% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Spectrum Wealth Advisory Group's SPLB Position: Q3 2026 in Review

Spectrum Wealth Advisory Group reduced its State Street SPDR Portfolio Long Term Corporate Bond Index ETF (SPLB) stake by 7.2% in Q3 2026, selling an estimated $61.2K and leaving 37,049 shares worth $755K. The position accounts for 0.21% of the portfolio, ranked #39.

Spectrum Wealth Advisory Group first reported a position in SPLB in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.63M in Q4 2025. 168 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

Spectrum Wealth Advisory Group held 37,049 shares of State Street SPDR Portfolio Long Term Corporate Bond Index ETF worth $755K as of Q3 2026.
Spectrum Wealth Advisory Group sold 2,854 State Street SPDR Portfolio Long Term Corporate Bond Index ETF shares in Q3 2026, an estimated $61.2K.
State Street SPDR Portfolio Long Term Corporate Bond Index ETF made up 0.21% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #39 holding.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond Index ETF in Q2 2025 and has held it in 6 quarters since.
Spectrum Wealth Advisory Group's State Street SPDR Portfolio Long Term Corporate Bond Index ETF position peaked at $6.63M in Q4 2025.
168 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond Index ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.