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

Clearview Wealth 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
2023 Q3	–	Sell	-20	Closed	-$465	–	552
2023 Q2	$465	Hold	20	–	–	﹤0.01%	638
2023 Q1	$472	Hold	20	–	–	﹤0.01%	618
2022 Q4	$449	Sell	20 -1,366	-99%	-$30.4K	﹤0.01%	562
2022 Q3	$30K	Hold	1,386	–	–	0.02%	209
2022 Q2	$33K	Hold	1,386	–	–	0.02%	226
2022 Q1	$39K	Sell	1,386 -637	-31%	-$18.4K	0.03%	226
2021 Q4	$64K	Sell	2,023 -1,124	-36%	-$35.6K	0.04%	208
2021 Q3	$99K	Buy	3,147 +9	+0.3%	+$289	0.06%	162
2021 Q2	$100K	Sell	3,138 -10,254	-77%	-$316K	0.06%	163
2021 Q1	$404K	Sell	13,392 -102,708	-88%	-$3.2M	0.26%	78
2020 Q4	$3.84M	Buy	+116,100	New	+$3.76M	2.58%	10

Other funds holding SPLB

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

NYL Investors New York $265M AUM 3.93% 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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's SPLB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2023, closing a stake of 20 shares — an estimated $465 sold.

Clearview Wealth Advisors first reported a position in SPLB in Q4 2020 and held it in 11 quarters. The position peaked at $3.84M in Q4 2020. 114 funds tracked by Wall St. Rank hold SPLB as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 20 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2023, an estimated $465.
Clearview Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3.84M in Q4 2020.
114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.