Wayfinding Financial’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Wayfinding Financial’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	-754	Closed	-$17K	–	619
2025 Q1	$17K	Buy	+754	New	+$16.9K	0.01%	598
2024 Q3	–	Sell	-190,553	Closed	-$4.3M	–	116
2024 Q2	$4.3M	Sell	190,553 -295	-0.2%	-$6.65K	2.42%	11
2024 Q1	$4.28M	Buy	190,848 +84,454	+79%	+$1.96M	2.5%	9
2023 Q4	$2.53M	Sell	106,394 -100,945	-49%	-$2.2M	1.72%	16
2023 Q3	$4.34M	Buy	+207,339	New	+$4.63M	3.28%	6

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

Wayfinding Financial's SPLB Position: Q2 2025 in Review

Wayfinding Financial sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2025, closing a stake of 754 shares — an estimated $17K sold.

Wayfinding Financial first reported a position in SPLB in Q3 2023 and held it in 5 quarters. The position peaked at $4.34M in Q3 2023. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

Wayfinding Financial reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 754 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $17K.
Wayfinding Financial first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Wayfinding Financial's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $4.34M in Q3 2023.
166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.