BRWA
SPLB icon

B. Riley Wealth Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-12,899
Closed -$291K – 1423
2024
Q2 		$291K Buy
+12,899
New +$291K 0.01% 1042

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

B. Riley Wealth Advisors's SPLB Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2024, closing a stake of 12,899 shares — an estimated $291K sold.

B. Riley Wealth Advisors first reported a position in SPLB in Q2 2024 and held it in 1 quarter. The position peaked at $291K in Q2 2024. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,899 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $291K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $291K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.