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

Financial Life 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
Q1 		– Sell
-88,494
Closed -$1.99M – 75
2022
Q4 		$1.99M Buy
88,494
+31,737
+56% +$707K 0.92% 27
2022
Q3 		$1.23M Buy
+56,757
New +$1.37M 0.62% 24

Other funds holding SPLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Life Advisors's SPLB Position: Q1 2023 in Review

Financial Life Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2023, closing a stake of 88,494 shares — an estimated $1.99M sold.

Financial Life Advisors first reported a position in SPLB in Q3 2022 and held it in 2 quarters. The position peaked at $1.99M in Q4 2022. 92 funds tracked by Wall St. Rank hold SPLB as of Q1 2023.

  • Financial Life Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Life Advisors sold 88,494 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2023, an estimated $1.99M.
  • Financial Life Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Financial Life Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.99M in Q4 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2023.

Based on Financial Life Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.