SA
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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
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
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