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

Strategic Wealth Partners’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 		– Sell
-117
Closed -$2.64K – 1554
2025
Q4 		$2.64K Buy
+117
New +$2.69K ﹤0.01% 1163

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Partners's SPLB Position: Q1 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2026, closing a stake of 117 shares — an estimated $2.64K sold.

Strategic Wealth Partners first reported a position in SPLB in Q4 2025 and held it in 1 quarter. The position peaked at $2.64K in Q4 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Strategic Wealth Partners reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 117 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $2.64K.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $2.64K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.