AIM
SPLB icon

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

Advantage 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
2015
Q3 		– Sell
-2,651
Closed -$68K – 889
2015
Q2 		$68K Sell
2,651
-14,049
-84% -$376K 0.03% 293
2015
Q1 		$471K Buy
16,700
+12,126
+265% +$342K 0.27% 88
2014
Q4 		$126K Buy
+4,574
New +$125K 0.09% 178

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advantage Investment Management's SPLB Position: Q3 2015 in Review

Advantage Investment Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2015, closing a stake of 2,651 shares — an estimated $68K sold.

Advantage Investment Management first reported a position in SPLB in Q4 2014 and held it in 3 quarters. The position peaked at $471K in Q1 2015. 31 funds tracked by Wall St. Rank hold SPLB as of Q3 2015.

  • Advantage Investment Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Advantage Investment Management sold 2,651 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2015, an estimated $68K.
  • Advantage Investment Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
  • Advantage Investment Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $471K in Q1 2015.
  • 31 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2015.

Based on Advantage Investment Management's 13F filing for Q3 2015, filed 27 Mar 2017.