White & Co Financial Planning’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

White & Co Financial Planning’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	$9.45M	Buy	421,974 +50,604	+14%	+$1.13M	5.86%	8
2026 Q1	$8.25M	Buy	371,370 +36,967	+11%	+$836K	5.8%	8
2025 Q4	$7.55M	Sell	334,403 -567	-0.2%	-$13K	5.65%	8
2025 Q3	$7.74M	Buy	334,970 +13,856	+4%	+$314K	5.83%	8
2025 Q2	$7.18M	Buy	321,114 +3,709	+1%	+$81.5K	5.74%	8
2025 Q1	$7.13M	Buy	317,405 +7,710	+2%	+$173K	6.15%	8
2024 Q4	$6.88M	Buy	+309,695	New	+$7.16M	5.84%	8

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

White & Co Financial Planning's SPLB Position: Q2 2026 in Review

White & Co Financial Planning increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 14% in Q2 2026, buying an estimated $1.13M and bringing the position to 421,974 shares worth $9.45M. The position accounts for 5.86% of the portfolio, ranked #8.

White & Co Financial Planning first reported a position in SPLB in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

White & Co Financial Planning held 421,974 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $9.45M as of Q2 2026.
White & Co Financial Planning bought 50,604 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $1.13M.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 5.86% of White & Co Financial Planning's portfolio in Q2 2026, its #8 holding.
White & Co Financial Planning 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.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.