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

Aspire Wealth 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
2024 Q3	$177	Sell	7 -1	-13%	-$24	﹤0.01%	193
2024 Q2	$170	Sell	8 -41	-84%	-$924	﹤0.01%	177
2024 Q1	$1.13K	Sell	49 -27	-36%	-$625	﹤0.01%	177
2023 Q4	$1.8K	Buy	76 +1	+1%	+$22	﹤0.01%	171
2023 Q3	$1.58K	Buy	75 +1	+1%	+$22	﹤0.01%	170
2023 Q2	$1.71K	Sell	74 -2	-3%	-$46	﹤0.01%	177
2023 Q1	$1.8K	Sell	76 -179	-70%	-$4.18K	﹤0.01%	175
2022 Q4	$5.73K	Sell	255 -194	-43%	-$4.32K	0.01%	167
2022 Q3	$10K	Sell	449 -41	-8%	-$987	0.01%	144
2022 Q2	$12K	Sell	490 -383	-44%	-$9.59K	0.01%	144
2022 Q1	$24K	Sell	873 -226	-21%	-$6.53K	0.02%	133
2021 Q4	$35K	Buy	+1,099	New	+$34.8K	0.03%	135

Other funds holding SPLB

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Aspire Wealth Management's SPLB Position: Q3 2024 in Review

Aspire Wealth Management reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 13% in Q3 2024, selling an estimated $24 and leaving 7 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Aspire Wealth Management first reported a position in SPLB in Q4 2021 and has held it in 12 quarters since. The position peaked at $35K in Q4 2021. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

Aspire Wealth Management held 7 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $177 as of Q3 2024.
Aspire Wealth Management sold 1 State Street SPDR Portfolio Long Term Corporate Bond ETF share in Q3 2024, an estimated $24.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #193 holding.
Aspire Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $35K in Q4 2021.
141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.