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

Waldron Private Wealth’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
-10,000
Closed -$226K – 351
2025
Q4 		$226K Sell
10,000
-2,300
-19% -$52.8K 0.01% 301
2025
Q3 		$284K Buy
+12,300
New +$278K 0.01% 267

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's SPLB Position: Q1 2026 in Review

Waldron Private Wealth sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2026, closing a stake of 10,000 shares — an estimated $226K sold.

Waldron Private Wealth first reported a position in SPLB in Q3 2025 and held it in 2 quarters. The position peaked at $284K in Q3 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Waldron Private Wealth reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Waldron Private Wealth sold 10,000 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $226K.
  • Waldron Private Wealth first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Waldron Private Wealth's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $284K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.