Stifel Financial
SPLB icon

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
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
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