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

Strategic Investment Advisors’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	$101K	Sell	4,514 -1,630	-27%	-$36.4K	0.01%	397
2026 Q1	$137K	Buy	+6,144	New	+$139K	0.01%	345
2022 Q2	–	Sell	-14,394	Closed	-$400K	–	208
2022 Q1	$400K	Sell	14,394 -4,475	-24%	-$129K	0.08%	168
2021 Q4	$594K	Sell	18,869 -1,373	-7%	-$43.4K	0.11%	148
2021 Q3	$635K	Sell	20,242 -1,822	-8%	-$58.6K	0.14%	138
2021 Q2	$701K	Buy	22,064 +3,757	+21%	+$116K	0.16%	128
2021 Q1	$552K	Buy	18,307 +5,664	+45%	+$177K	0.14%	121
2020 Q4	$418K	Buy	+12,643	New	+$409K	0.12%	141

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 Investment Advisors's SPLB Position: Q2 2026 in Review

Strategic Investment Advisors reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 27% in Q2 2026, selling an estimated $36.4K and leaving 4,514 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #397.

Strategic Investment Advisors first reported a position in SPLB in Q4 2020 and has held it in 8 quarters since. The position peaked at $701K in Q2 2021. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Strategic Investment Advisors held 4,514 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $101K as of Q2 2026.
Strategic Investment Advisors sold 1,630 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $36.4K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #397 holding.
Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
Strategic Investment Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $701K in Q2 2021.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.