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WealthShield Partners’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

WealthShield Partners’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 		$230K Hold
10,273
– – 0.04% 212
2026
Q1 		$228K Buy
10,273
+59
+0.6% +$1.33K 0.03% 325
2025
Q4 		$231K Sell
10,214
-246
-2% -$5.65K 0.03% 314
2025
Q3 		$242K Buy
10,460
+130
+1% +$2.94K 0.03% 303
2025
Q2 		$233K Sell
10,330
-9,546
-48% -$210K 0.03% 302
2025
Q1 		$449K Buy
19,876
+9,760
+96% +$219K 0.06% 229
2024
Q4 		$225K Buy
10,116
+160
+2% +$3.7K 0.03% 268
2024
Q3 		$241K Sell
9,956
-34
-0.3% -$799 0.03% 272
2024
Q2 		$225K Buy
9,990
+4,306
+76% +$97.1K 0.03% 264
2024
Q1 		$132K Buy
5,684
+5,611
+7,686% +$130K 0.02% 297
2023
Q4 		$1.73K Buy
+73
New +$1.59K ﹤0.01% 465
2021
Q2 		– Sell
-73
Closed -$2K – 1107
2021
Q1 		$2K Buy
+73
New +$2.28K ﹤0.01% 1075
2020
Q4 		– Sell
-73
Closed -$2K – 402
2020
Q3 		$2K Sell
73
-106
-59% -$3.44K ﹤0.01% 381
2020
Q2 		$6K Hold
179
– – ﹤0.01% 304
2020
Q1 		$5K Sell
179
-2,430
-93% -$73.2K ﹤0.01% 240
2019
Q4 		$79K Hold
2,609
– – 0.04% 198
2019
Q3 		$79K Buy
+2,609
New +$77K 0.04% 188
2019
Q2 		– Sell
-2,303
Closed -$62K – 277
2019
Q1 		$62K Buy
2,303
+106
+5% +$2.77K 0.03% 184
2018
Q4 		$56K Buy
+2,197
New +$55.6K 0.04% 159

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

WealthShield Partners's SPLB Position: Q2 2026 in Review

WealthShield Partners held its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) position steady in Q2 2026 at 10,273 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #212.

WealthShield Partners first reported a position in SPLB in Q4 2018 and has held it in 19 quarters since. The position peaked at $449K in Q1 2025. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • WealthShield Partners held 10,273 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $230K as of Q2 2026.
  • WealthShield Partners left its State Street SPDR Portfolio Long Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #212 holding.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • WealthShield Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $449K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.