WIM
SPLB icon

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
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 $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $2.61B 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