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Westside Investment Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Westside Investment Management’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 		$2.93M Buy
130,611
+17,674
+16% +$394K 0.38% 66
2026
Q1 		$2.51M Buy
112,937
+27,809
+33% +$629K 0.38% 62
2025
Q4 		$1.92M Buy
85,128
+20,365
+31% +$468K 0.31% 78
2025
Q3 		$1.5M Buy
64,763
+16,164
+33% +$366K 0.24% 96
2025
Q2 		$1.1M Buy
48,599
+23,735
+95% +$521K 0.2% 110
2025
Q1 		$561K Buy
24,864
+8,977
+57% +$202K 0.12% 142
2024
Q4 		$353K Buy
15,887
+7,464
+89% +$173K 0.07% 176
2024
Q3 		$204K Buy
8,423
+3,282
+64% +$77.2K 0.04% 236
2024
Q2 		$116K Buy
5,141
+1,159
+29% +$26.1K 0.03% 288
2024
Q1 		$92.6K Buy
3,982
+632
+19% +$14.6K 0.02% 308
2023
Q4 		$79.7K Buy
+3,350
New +$73.2K 0.02% 306

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

Westside Investment Management's SPLB Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 16% in Q2 2026, buying an estimated $394K and bringing the position to 130,611 shares worth $2.93M. The position accounts for 0.38% of the portfolio, ranked #66.

Westside Investment Management first reported a position in SPLB in Q4 2023 and has held it in 11 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Westside Investment Management held 130,611 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.93M as of Q2 2026.
  • Westside Investment Management bought 17,674 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $394K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.38% of Westside Investment Management's portfolio in Q2 2026, its #66 holding.
  • Westside Investment Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.