Cetera Advisor Networks’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.2M	Buy	51,540 +16,074	+45%	+$372K	0.01%	1334
2023 Q4	$844K	Sell	35,466 -22,899	-39%	-$500K	﹤0.01%	1489
2023 Q3	$1.24M	Buy	+58,365	New	+$1.3M	0.01%	1145
2023 Q2	–	Sell	-64,164	Closed	-$1.52M	–	2711
2023 Q1	$1.52M	Buy	64,164 +15,618	+32%	+$365K	0.01%	981
2022 Q4	$1.09M	Buy	+48,546	New	+$1.08M	0.01%	1143

Other funds holding SPLB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CWMGP

Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return

Cetera Advisor Networks's SPLB Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 45% in Q1 2024, buying an estimated $372K and bringing the position to 51,540 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1334.

Cetera Advisor Networks first reported a position in SPLB in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2023. 132 funds tracked by Wall St. Rank hold SPLB as of Q1 2024.

Cetera Advisor Networks held 51,540 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.2M as of Q1 2024.
Cetera Advisor Networks bought 16,074 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2024, an estimated $372K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1334 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
Cetera Advisor Networks's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.52M in Q1 2023.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.