Tucker Asset Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Tucker Asset Management’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 Q2	–	Sell	-380	Closed	-$8.58K	–	345
2025 Q1	$8.58K	Hold	380	–	–	﹤0.01%	241
2024 Q4	$8.45K	Hold	380	–	–	﹤0.01%	817
2024 Q3	$9.18K	Sell	380 -495	-57%	-$11.6K	﹤0.01%	734
2024 Q2	$19.7K	Hold	875	–	–	﹤0.01%	637
2024 Q1	$20.3K	Hold	875	–	–	﹤0.01%	660
2023 Q4	$20.8K	Hold	875	–	–	0.01%	519
2023 Q3	$18.6K	Sell	875 -100	-10%	-$2.23K	0.01%	513
2023 Q2	$22.7K	Sell	975 -35	-3%	-$810	0.01%	383
2023 Q1	$23.9K	Hold	1,010	–	–	0.01%	380
2022 Q4	$22.9K	Hold	1,010	–	–	0.01%	226
2022 Q3	$21.4K	Hold	1,010	–	–	0.01%	225
2022 Q2	$24.3K	Hold	1,010	–	–	0.01%	145
2022 Q1	$28.1K	Sell	1,010 -1,635	-62%	-$47.2K	0.01%	124
2021 Q4	$83.5K	Hold	2,645	–	–	0.03%	56
2021 Q3	$84.2K	Hold	2,645	–	–	0.03%	47
2021 Q2	$84.1K	Sell	2,645 -1,665	-39%	-$51.3K	0.04%	37
2021 Q1	$130K	Sell	4,310 -605	-12%	-$18.9K	0.07%	34
2020 Q4	$163K	Buy	+4,915	New	+$159K	0.1%	25

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Tucker Asset Management's SPLB Position: Q2 2025 in Review

Tucker Asset Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2025, closing a stake of 380 shares — an estimated $8.58K sold.

Tucker Asset Management first reported a position in SPLB in Q4 2020 and held it in 18 quarters. The position peaked at $163K in Q4 2020. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

Tucker Asset Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Tucker Asset Management sold 380 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $8.58K.
Tucker Asset Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $163K in Q4 2020.
166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

Based on Tucker Asset Management's 13F filing for Q2 2025, filed 6 Jan 2026.