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Cavalier Investments’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Cavalier Investments’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
2016
Q3 		– Sell
-27,930
Closed -$786K – 163
2016
Q2 		$786K Buy
+27,930
New +$760K 0.46% 47

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return

Cavalier Investments's SPLB Position: Q3 2016 in Review

Cavalier Investments sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2016, closing a stake of 27,930 shares — an estimated $786K sold.

Cavalier Investments first reported a position in SPLB in Q2 2016 and held it in 1 quarter. The position peaked at $786K in Q2 2016. 35 funds tracked by Wall St. Rank hold SPLB as of Q3 2016.

  • Cavalier Investments reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Cavalier Investments sold 27,930 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2016, an estimated $786K.
  • Cavalier Investments first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • Cavalier Investments's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $786K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.