Atlas Private Wealth Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-780	Closed	-$24K	–	614
2021 Q3	$24K	Hold	780	–	–	0.01%	324
2021 Q2	$25K	Sell	780 -205	-21%	-$6.31K	0.01%	332
2021 Q1	$30K	Sell	985 -140	-12%	-$4.37K	0.02%	302
2020 Q4	$37K	Hold	1,125	–	–	0.02%	255
2020 Q3	$36K	Hold	1,125	–	–	0.03%	242
2020 Q2	$36K	Buy	+1,125	New	+$34.2K	0.03%	245

Other funds holding SPLB

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

SMM

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

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

MLICM

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Atlas Private Wealth Advisors's SPLB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2021, closing a stake of 780 shares — an estimated $24K sold.

Atlas Private Wealth Advisors first reported a position in SPLB in Q2 2020 and held it in 6 quarters. The position peaked at $37K in Q4 2020. 132 funds tracked by Wall St. Rank hold SPLB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 780 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2021, an estimated $24K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $37K in Q4 2020.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.