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 Q3	$426K	Buy	20,899 +10,916	+109%	+$234K	0.07%	274
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 $2.61B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

VisionPoint Advisory Group's SPLB Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 109% in Q3 2026, buying an estimated $234K and bringing the position to 20,899 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #274.

VisionPoint Advisory Group first reported a position in SPLB in Q3 2023 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

VisionPoint Advisory Group held 20,899 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $426K as of Q3 2026.
VisionPoint Advisory Group bought 10,916 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2026, an estimated $234K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #274 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 5 quarters since.
44 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.