SPIA
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Steward Partners Investment Advisory’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Steward Partners Investment Advisory’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 		$19.4K Buy
873
+17
+2% +$385 ﹤0.01% 3246
2025
Q4 		$19.3K Buy
+856
New +$19.7K ﹤0.01% 3158
2024
Q3 		– Sell
-351
Closed -$7.93K – 3842
2024
Q2 		$7.93K Buy
351
+4
+1% +$90 ﹤0.01% 2899
2024
Q1 		$8.07K Buy
347
+3
+0.9% +$69 ﹤0.01% 2891
2023
Q4 		$8.19K Buy
344
+5
+1% +$109 ﹤0.01% 2783
2023
Q3 		$7.19K Buy
339
+93
+38% +$2.08K ﹤0.01% 2698
2023
Q2 		$5.72K Sell
246
-97
-28% -$2.25K ﹤0.01% 2751
2023
Q1 		$8.1K Buy
343
+11
+3% +$257 ﹤0.01% 2616
2022
Q4 		$7.46K Buy
+332
New +$7.39K ﹤0.01% 2631

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 $376B 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 $2.61B 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