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Apella Capital’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Apella Capital’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
2022
Q1 		– Sell
-6,902
Closed -$217K – 222
2021
Q4 		$217K Sell
6,902
-8,283
-55% -$262K 0.03% 189
2021
Q3 		$476K Buy
15,185
+4,319
+40% +$139K 0.07% 135
2021
Q2 		$345K Buy
+10,866
New +$335K 0.06% 164

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apella Capital's SPLB Position: Q1 2022 in Review

Apella Capital sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2022, closing a stake of 6,902 shares — an estimated $217K sold.

Apella Capital first reported a position in SPLB in Q2 2021 and held it in 3 quarters. The position peaked at $476K in Q3 2021. 115 funds tracked by Wall St. Rank hold SPLB as of Q1 2022.

  • Apella Capital reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Apella Capital sold 6,902 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2022, an estimated $217K.
  • Apella Capital first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Apella Capital's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $476K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2022.

Based on Apella Capital's 13F filing for Q1 2022, filed 11 Apr 2022.