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Axiom Advisory’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Axiom Advisory’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 		$2.36M Buy
100,435
+22,210
+28% +$522K 0.02% 104
2024
Q2 		$1.76M Buy
+78,225
New +$1.76M 0.02% 116

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Axiom Advisory's SPLB Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 28% in Q3 2024, buying an estimated $522K and bringing the position to 100,435 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #104.

Axiom Advisory first reported a position in SPLB in Q2 2024 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

  • Axiom Advisory held 100,435 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.36M as of Q3 2024.
  • Axiom Advisory bought 22,210 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $522K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #104 holding.
  • Axiom Advisory first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.