Strategic Financial Concepts
SPLB icon

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

Strategic Financial Concepts’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
2025
Q3 		– Sell
-13,383
Closed -$302K – 310
2025
Q2 		$302K Sell
13,383
-803
-6% -$17.6K 0.04% 197
2025
Q1 		$320K Buy
14,186
+1,481
+12% +$33.2K 0.06% 228
2024
Q4 		$282K Buy
12,705
+1,000
+9% +$23.1K 0.05% 252
2024
Q3 		$283K Sell
11,705
-246,410
-95% -$5.79M 0.09% 179
2024
Q2 		$34.5K Buy
258,115
+244,064
+1,737% +$5.5M 0.02% 277
2024
Q1 		$327K Buy
+14,051
New +$325K 0.08% 215
2023
Q4 		– Sell
-11,838
Closed -$251K – 251
2023
Q3 		$251K Buy
+11,838
New +$265K 0.08% 212

Other funds holding SPLB

RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NYL Investors
NYL Investors New York $250M AUM 2.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Strategic Advocates
Strategic Advocates Logan, Utah $25.9M AUM 23.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Strategic Financial Concepts's SPLB Position: Q3 2025 in Review

Strategic Financial Concepts sold out of State Street SPDR Portfolio Long Term Corporate Bond Index ETF (SPLB) in Q3 2025, closing a stake of 13,383 shares — an estimated $302K sold.

Strategic Financial Concepts first reported a position in SPLB in Q3 2023 and held it in 7 quarters. The position peaked at $327K in Q1 2024. 153 funds tracked by Wall St. Rank hold SPLB as of Q3 2025.

  • Strategic Financial Concepts reported no remaining State Street SPDR Portfolio Long Term Corporate Bond Index ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,383 State Street SPDR Portfolio Long Term Corporate Bond Index ETF shares in Q3 2025, an estimated $302K.
  • Strategic Financial Concepts first reported a position in State Street SPDR Portfolio Long Term Corporate Bond Index ETF in Q3 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's State Street SPDR Portfolio Long Term Corporate Bond Index ETF position peaked at $327K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond Index ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.