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Annapolis Financial Services’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Annapolis Financial Services’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
2024
Q1 		– Sell
-722
Closed -$17.2K – 448
2023
Q4 		$17.2K Buy
+722
New +$15.8K ﹤0.01% 297

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $239M AUM 18.48% 1-Year Est. Return

Annapolis Financial Services's SPLB Position: Q1 2024 in Review

Annapolis Financial Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2024, closing a stake of 722 shares — an estimated $17.2K sold.

Annapolis Financial Services first reported a position in SPLB in Q4 2023 and held it in 1 quarter. The position peaked at $17.2K in Q4 2023. 132 funds tracked by Wall St. Rank hold SPLB as of Q1 2024.

  • Annapolis Financial Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 722 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2024, an estimated $17.2K.
  • Annapolis Financial Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Annapolis Financial Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $17.2K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.