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

Baystate 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
2023 Q1	–	Sell	-36	Closed	-$1K	–	1077
2022 Q4	$1K	Buy	36 +1	+3%	+$22	﹤0.01%	909
2022 Q3	$1K	Sell	35 -146	-81%	-$3.51K	﹤0.01%	854
2022 Q2	$4K	Sell	181 -15,739	-99%	-$394K	﹤0.01%	695
2022 Q1	$442K	Buy	15,920 +7,970	+100%	+$230K	0.04%	124
2021 Q4	$250K	Buy	7,950 +6,273	+374%	+$198K	0.02%	167
2021 Q3	$53K	Buy	1,677 +992	+145%	+$31.9K	0.01%	295
2021 Q2	$22K	Buy	685 +5	+0.7%	+$154	﹤0.01%	383
2021 Q1	$21K	Buy	+680	New	+$21.2K	﹤0.01%	360

Other funds holding SPLB

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baystate Wealth Management's SPLB Position: Q1 2023 in Review

Baystate Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2023, closing a stake of 36 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in SPLB in Q1 2021 and held it in 8 quarters. The position peaked at $442K in Q1 2022. 92 funds tracked by Wall St. Rank hold SPLB as of Q1 2023.

Baystate Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 36 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2023, an estimated $1K.
Baystate Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Baystate Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $442K in Q1 2022.
92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.