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

Cetera Advisors’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	$386K	Buy	16,610 +2,318	+16%	+$53.7K	﹤0.01%	1776
2023 Q4	$340K	Buy	14,292 +2,218	+18%	+$48.4K	﹤0.01%	1356
2023 Q3	$256K	Buy	+12,074	New	+$270K	﹤0.01%	1403
2019 Q2	–	Sell	-739	Closed	-$19K	–	1247
2019 Q1	$19K	Buy	+739	New	+$19.3K	﹤0.01%	1078
2015 Q2	–	Sell	-8,634	Closed	-$242K	–	747
2015 Q1	$242K	Buy	+8,634	New	+$244K	0.02%	571

Other funds holding SPLB

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

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

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

CWMGP

Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $239M AUM 18.48% 1-Year Est. Return

Cetera Advisors's SPLB Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 16% in Q1 2024, buying an estimated $53.7K and bringing the position to 16,610 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Cetera Advisors first reported a position in SPLB in Q1 2015 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold SPLB as of Q1 2024.

Cetera Advisors held 16,610 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $386K as of Q1 2024.
Cetera Advisors bought 2,318 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2024, an estimated $53.7K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1776 holding.
Cetera Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2015 and has held it in 5 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2024.

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