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Carroll Financial Associates’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$6K Hold
198
– – ﹤0.01% 1305
2021
Q3 		$6K Hold
198
– – ﹤0.01% 1348
2021
Q2 		$6K Buy
+198
New +$6.1K ﹤0.01% 1408

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Carroll Financial Associates's SPLB Position: Q4 2021 in Review

Carroll Financial Associates held its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) position steady in Q4 2021 at 198 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Carroll Financial Associates first reported a position in SPLB in Q2 2021 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold SPLB as of Q4 2021.

  • Carroll Financial Associates held 198 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $6K as of Q4 2021.
  • Carroll Financial Associates left its State Street SPDR Portfolio Long Term Corporate Bond ETF share count unchanged in Q4 2021.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1305 holding.
  • Carroll Financial Associates first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.