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

Cascadia Advisory Services’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
2020 Q3	$625K	Buy	19,654 +6,277	+47%	+$204K	0.18%	147
2020 Q2	$424K	Buy	+13,377	New	+$407K	0.13%	126

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cascadia Advisory Services's SPLB Position: Q3 2020 in Review

Cascadia Advisory Services increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 47% in Q3 2020, buying an estimated $204K and bringing the position to 19,654 shares worth $625K. The position accounts for 0.18% of the portfolio, ranked #147.

Cascadia Advisory Services first reported a position in SPLB in Q2 2020 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold SPLB as of Q3 2020.

Cascadia Advisory Services held 19,654 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $625K as of Q3 2020.
Cascadia Advisory Services bought 6,277 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2020, an estimated $204K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.18% of Cascadia Advisory Services's portfolio in Q3 2020, its #147 holding.
Cascadia Advisory Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and has held it in 2 quarters since.
108 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.