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 Q2	–	Sell	-873	Closed	-$19.4K	–	4848
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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Steward Partners Investment Advisory's SPLB Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2026, closing a stake of 873 shares — an estimated $19.4K sold.

Steward Partners Investment Advisory first reported a position in SPLB in Q4 2022 and held it in 9 quarters. The position peaked at $19.4K in Q1 2026. 176 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Steward Partners Investment Advisory reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 873 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Steward Partners Investment Advisory's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $19.4K in Q1 2026.
176 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.