Strategic Advocates’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Strategic Advocates’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	$832K	Sell	37,136 -1,317	-3%	-$29.4K	3.22%	7
2026 Q1	$854K	Sell	38,453 -779,932	-95%	-$17.6M	3.78%	7
2025 Q4	$18.6M	Sell	818,385 -44,355	-5%	-$1.02M	4.76%	7
2025 Q3	$19.9M	Buy	862,740 +16,920	+2%	+$383K	5.19%	6
2025 Q2	$19.1M	Buy	845,820 +16,342	+2%	+$359K	5.67%	5
2025 Q1	$18.7M	Buy	829,478 +73,191	+10%	+$1.64M	6.51%	5
2024 Q4	$16.8M	Buy	756,287 +106,696	+16%	+$2.47M	5.68%	5
2024 Q3	$15.7M	Buy	649,591 +496,381	+324%	+$11.7M	5.62%	5
2024 Q2	$3.45M	Buy	+153,210	New	+$3.45M	1.37%	15

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

Strategic Advocates's SPLB Position: Q2 2026 in Review

Strategic Advocates reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 3.4% in Q2 2026, selling an estimated $29.4K and leaving 37,136 shares worth $832K. The position accounts for 3.22% of the portfolio, ranked #7.

Strategic Advocates first reported a position in SPLB in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.9M in Q3 2025. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Strategic Advocates held 37,136 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $832K as of Q2 2026.
Strategic Advocates sold 1,317 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $29.4K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 3.22% of Strategic Advocates's portfolio in Q2 2026, its #7 holding.
Strategic Advocates first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Strategic Advocates's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $19.9M in Q3 2025.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.