James T. Borello RIA’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

James T. Borello RIA’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 Q3	$28.2K	Hold	1,385	–	–	0.01%	335
2026 Q2	$31K	Hold	1,385	–	–	0.01%	314
2026 Q1	$30.8K	Hold	1,385	–	–	0.01%	288
2025 Q4	$31.3K	Hold	1,385	–	–	0.01%	220
2025 Q3	$32K	Hold	1,385	–	–	0.01%	190
2025 Q2	$31.3K	Hold	1,385	–	–	0.01%	163
2025 Q1	$31.3K	Hold	1,385	–	–	0.01%	137
2024 Q4	$30.8K	Hold	1,385	–	–	0.01%	121
2024 Q3	$33.5K	Hold	1,385	–	–	0.01%	109
2024 Q2	$31.2K	Hold	1,385	–	–	0.01%	105
2024 Q1	$32.2K	Hold	1,385	–	–	0.01%	101
2023 Q4	$32.9K	Buy	+1,385	New	+$30.2K	0.03%	77

Other funds holding SPLB

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

James T. Borello RIA's SPLB Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) position steady in Q3 2026 at 1,385 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #335.

James T. Borello RIA first reported a position in SPLB in Q4 2023 and has held it in 12 quarters since. The position peaked at $33.5K in Q3 2024. 25 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

James T. Borello RIA held 1,385 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $28.2K as of Q3 2026.
James T. Borello RIA left its State Street SPDR Portfolio Long Term Corporate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #335 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $33.5K in Q3 2024.
25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.