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Valmark Advisers’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Valmark Advisers’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 		$259K Hold
11,565
– – ﹤0.01% 649
2026
Q1 		$257K Hold
11,565
– – ﹤0.01% 617
2025
Q4 		$261K Hold
11,565
– – ﹤0.01% 584
2025
Q3 		$267K Hold
11,565
– – ﹤0.01% 582
2025
Q2 		$261K Sell
11,565
-453
-4% -$9.95K ﹤0.01% 577
2025
Q1 		$271K Hold
12,018
– – ﹤0.01% 534
2024
Q4 		$267K Hold
12,018
– – ﹤0.01% 532
2024
Q3 		$290K Hold
12,018
– – ﹤0.01% 506
2024
Q2 		$271K Buy
12,018
+260
+2% +$5.86K ﹤0.01% 490
2024
Q1 		$273K Hold
11,758
– – ﹤0.01% 469
2023
Q4 		$280K Hold
11,758
– – 0.01% 433
2023
Q3 		$250K Hold
11,758
– – 0.01% 424
2023
Q2 		$273K Buy
11,758
+3,009
+34% +$69.7K 0.01% 418
2023
Q1 		$207K Buy
+8,749
New +$204K ﹤0.01% 456

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Valmark Advisers's SPLB Position: Q2 2026 in Review

Valmark Advisers held its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) position steady in Q2 2026 at 11,565 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Valmark Advisers first reported a position in SPLB in Q1 2023 and has held it in 14 quarters since. The position peaked at $290K in Q3 2024. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Valmark Advisers held 11,565 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $259K as of Q2 2026.
  • Valmark Advisers left its State Street SPDR Portfolio Long Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #649 holding.
  • Valmark Advisers first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Valmark Advisers's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $290K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.