SFG
SPLB icon

Sterling Financial Group’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Sterling Financial 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
2025
Q3 		$213K Sell
9,207
-827,913
-99% -$18.7M 0.07% 71
2025
Q2 		$18.9M Buy
837,120
+12,030
+1% +$264K 6.34% 6
2025
Q1 		$18.6M Buy
825,090
+9,785
+1% +$220K 6.71% 5
2024
Q4 		$18.1M Buy
+815,305
New +$18.8M 6.74% 5

Other funds holding SPLB

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Financial Group's SPLB Position: Q3 2025 in Review

Sterling Financial Group reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 99% in Q3 2025, selling an estimated $18.7M and leaving 9,207 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #71.

Sterling Financial Group first reported a position in SPLB in Q4 2024 and has held it in 4 quarters since. The position peaked at $18.9M in Q2 2025. 149 funds tracked by Wall St. Rank hold SPLB as of Q3 2025.

  • Sterling Financial Group held 9,207 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $213K as of Q3 2025.
  • Sterling Financial Group sold 827,913 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2025, an estimated $18.7M.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.07% of Sterling Financial Group's portfolio in Q3 2025, its #71 holding.
  • Sterling Financial Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Sterling Financial Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $18.9M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.