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

Aveo Capital Partners’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 Q2	–	Sell	-26,073	Closed	-$725K	–	298
2022 Q1	$725K	Sell	26,073 -4,164	-14%	-$120K	0.13%	138
2021 Q4	$952K	Buy	30,237 +4,371	+17%	+$138K	0.17%	117
2021 Q3	$811K	Buy	25,866 +385	+2%	+$12.4K	0.17%	111
2021 Q2	$810K	Buy	25,481 +9,116	+56%	+$281K	0.18%	115
2021 Q1	$494K	Buy	+16,365	New	+$511K	0.12%	143

Other funds holding SPLB

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

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

MLICM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Aveo Capital Partners's SPLB Position: Q2 2022 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2022, closing a stake of 26,073 shares — an estimated $725K sold.

Aveo Capital Partners first reported a position in SPLB in Q1 2021 and held it in 5 quarters. The position peaked at $952K in Q4 2021. 98 funds tracked by Wall St. Rank hold SPLB as of Q2 2022.

Aveo Capital Partners reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Aveo Capital Partners sold 26,073 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2022, an estimated $725K.
Aveo Capital Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Aveo Capital Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $952K in Q4 2021.
98 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.