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

Elite Wealth Management’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
2014
Q1 		– Sell
-29
Closed -$1K – 626
2013
Q4 		$1K Hold
29
– – ﹤0.01% 817
2013
Q3 		$1K Hold
29
– – ﹤0.01% 408
2013
Q2 		$1K Buy
+29
New +$777 ﹤0.01% 301

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Elite Wealth Management's SPLB Position: Q1 2014 in Review

Elite Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2014, closing a stake of 29 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in SPLB in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 24 funds tracked by Wall St. Rank hold SPLB as of Q1 2014.

  • Elite Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 29 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2014, an estimated $1K.
  • Elite Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1K in Q4 2013.
  • 24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.