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

Bartlett & Co 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
2022
Q3 		– Sell
-269
Closed -$6.48K – 1265
2022
Q2 		$6.48K Buy
+269
New +$6.73K ﹤0.01% 965

Other funds holding SPLB

NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co Wealth Management's SPLB Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2022, closing a stake of 269 shares — an estimated $6.48K sold.

Bartlett & Co Wealth Management first reported a position in SPLB in Q2 2022 and held it in 1 quarter. The position peaked at $6.48K in Q2 2022. 97 funds tracked by Wall St. Rank hold SPLB as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 269 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2022, an estimated $6.48K.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $6.48K in Q2 2022.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.