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

Archford Capital Strategies’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
2021 Q1	–	Sell	-10,934	Closed	-$351K	–	277
2020 Q4	$351K	Sell	10,934 -123	-1%	-$3.98K	0.08%	217
2020 Q3	$351K	Buy	11,057 +1,449	+15%	+$47.1K	0.09%	199
2020 Q2	$305K	Buy	+9,608	New	+$293K	0.09%	205
2019 Q3	–	Sell	-146	Closed	-$4K	–	476
2019 Q2	$4K	Buy	+146	New	+$4K	﹤0.01%	490

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Archford Capital Strategies's SPLB Position: Q1 2021 in Review

Archford Capital Strategies sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2021, closing a stake of 10,934 shares — an estimated $351K sold.

Archford Capital Strategies first reported a position in SPLB in Q2 2019 and held it in 4 quarters. The position peaked at $351K in Q4 2020. 114 funds tracked by Wall St. Rank hold SPLB as of Q1 2021.

Archford Capital Strategies reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Archford Capital Strategies sold 10,934 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2021, an estimated $351K.
Archford Capital Strategies first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Archford Capital Strategies's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $351K in Q4 2020.
114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2021.

Based on Archford Capital Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.