FEG
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Financial Enhancement Group’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Financial Enhancement Group’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
2020
Q2 		– Sell
-49
Closed -$1K – 301
2020
Q1 		$1K Sell
49
-200
-80% -$6.03K ﹤0.01% 262
2019
Q4 		$7K Sell
249
-12
-5% -$359 ﹤0.01% 204
2019
Q3 		$8K Sell
261
-45
-15% -$1.33K ﹤0.01% 207
2019
Q2 		$9K Sell
306
-6
-2% -$164 ﹤0.01% 199
2019
Q1 		$8K Sell
312
-645,320
-100% -$16.8M ﹤0.01% 228
2018
Q4 		$16.9M Buy
645,632
+634
+0.1% +$16K 5.31% 4
2018
Q3 		$16.9M Sell
644,998
-263,877
-29% -$6.95M 5.31% 4
2018
Q2 		$23.7M Buy
908,875
+40,285
+5% +$1.06M 8.18% 3
2018
Q1 		$23.7M Buy
868,590
+468,887
+117% +$12.9M 8.35% 2
2017
Q4 		$11.4M Buy
+399,703
New +$11.3M 4.25% 7

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return