VisionPoint Advisory Group’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

VisionPoint Advisory Group’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	$224K	Sell	9,983 -1,692	-14%	-$37.8K	0.04%	436
2026 Q1	$259K	Buy	+11,675	New	+$264K	0.05%	365
2025 Q3	–	Sell	-17,639	Closed	-$398K	–	413
2025 Q2	$398K	Buy	+17,639	New	+$388K	0.09%	215
2023 Q4	–	Sell	-493	Closed	-$10.5K	–	873
2023 Q3	$10.5K	Buy	+493	New	+$11K	﹤0.01%	440

Other funds holding SPLB

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

VisionPoint Advisory Group's SPLB Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 14% in Q2 2026, selling an estimated $37.8K and leaving 9,983 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #436.

VisionPoint Advisory Group first reported a position in SPLB in Q3 2023 and has held it in 4 quarters since. The position peaked at $398K in Q2 2025. 21 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

VisionPoint Advisory Group held 9,983 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $224K as of Q2 2026.
VisionPoint Advisory Group sold 1,692 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $37.8K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #436 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2023 and has held it in 4 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $398K in Q2 2025.
21 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.