Wealth Enhancement Advisory Services
SPLB icon

Wealth Enhancement Advisory Services’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.82M Sell
128,751
-40,627
-24% -$906K ﹤0.01% 1361
2026
Q1 		$3.78M Buy
169,378
+137,257
+427% +$3.1M 0.01% 1040
2025
Q4 		$728K Sell
32,121
-1,672
-5% -$38.4K ﹤0.01% 2183
2025
Q3 		$780K Buy
33,793
+6,164
+22% +$139K ﹤0.01% 2025
2025
Q2 		$620K Sell
27,629
-1,456
-5% -$32K ﹤0.01% 2064
2025
Q1 		$656K Sell
29,085
-3,275
-10% -$73.5K ﹤0.01% 1861
2024
Q4 		$719K Buy
+32,360
New +$748K ﹤0.01% 1739

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

Wealth Enhancement Advisory Services's SPLB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 24% in Q2 2026, selling an estimated $906K and leaving 128,751 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Wealth Enhancement Advisory Services first reported a position in SPLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.78M in Q1 2026. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 128,751 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.82M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 40,627 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $906K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1361 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3.78M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.