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

Stifel Financial’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	$271K	Sell	12,115 -1,900	-14%	-$42.4K	﹤0.01%	3335
2026 Q1	$311K	Buy	14,015 +4,545	+48%	+$103K	﹤0.01%	3160
2025 Q4	$214K	Buy	+9,470	New	+$218K	﹤0.01%	3350
2025 Q3	–	Sell	-12,299	Closed	-$278K	–	3639
2025 Q2	$278K	Buy	+12,299	New	+$270K	﹤0.01%	3092
2020 Q4	–	Sell	-29,767	Closed	-$946K	–	3110
2020 Q3	$946K	Buy	29,767 +2,369	+9%	+$77K	﹤0.01%	1675
2020 Q2	$869K	Buy	+27,398	New	+$834K	﹤0.01%	1664
2020 Q1	–	Sell	-9,721	Closed	-$291K	–	3057
2019 Q4	$291K	Sell	9,721 -7,744	-44%	-$232K	﹤0.01%	2545
2019 Q3	$524K	Sell	17,465 -8,792	-33%	-$259K	﹤0.01%	2146
2019 Q2	$759K	Buy	+26,257	New	+$720K	﹤0.01%	1972
2015 Q2	–	Sell	-20,037	Closed	-$566K	–	2421
2015 Q1	$566K	Buy	20,037 +1,444	+8%	+$40.8K	﹤0.01%	1557
2014 Q4	$513K	Buy	18,593 +5,663	+44%	+$155K	﹤0.01%	1598
2014 Q3	$349K	Buy	+12,930	New	+$350K	﹤0.01%	1724

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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 19.34% 1-Year Est. Return

Stifel Financial's SPLB Position: Q2 2026 in Review

Stifel Financial reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 14% in Q2 2026, selling an estimated $42.4K and leaving 12,115 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Stifel Financial first reported a position in SPLB in Q3 2014 and has held it in 12 quarters since. The position peaked at $946K in Q3 2020. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Stifel Financial held 12,115 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $271K as of Q2 2026.
Stifel Financial sold 1,900 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $42.4K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3335 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2014 and has held it in 12 quarters since.
Stifel Financial's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $946K in Q3 2020.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.