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

Clearstead 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
Q3 		– Sell
-4,800
Closed -$108K – 2108
2024
Q2 		$108K Hold
4,800
– – ﹤0.01% 980
2024
Q1 		$108K Hold
4,800
– – 0.01% 597
2023
Q4 		$114K Buy
+4,800
New +$105K 0.01% 562

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Clearstead Advisors's SPLB Position: Q3 2024 in Review

Clearstead Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2024, closing a stake of 4,800 shares — an estimated $108K sold.

Clearstead Advisors first reported a position in SPLB in Q4 2023 and held it in 3 quarters. The position peaked at $114K in Q4 2023. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

  • Clearstead Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 4,800 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $108K.
  • Clearstead Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Clearstead Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $114K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.