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

First Trust 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 Q4	–	Sell	-69,658	Closed	-$1.68M	–	2639
2024 Q3	$1.68M	Buy	+69,658	New	+$1.64M	﹤0.01%	1834
2021 Q1	–	Sell	-47,774	Closed	-$1.58M	–	2456
2020 Q4	$1.58M	Sell	47,774 -1,984	-4%	-$64.2K	﹤0.01%	1697
2020 Q3	$1.58M	Sell	49,758 -95,274	-66%	-$3.09M	﹤0.01%	1501
2020 Q2	$4.6M	Buy	+145,032	New	+$4.42M	0.01%	1018
2020 Q1	–	Sell	-54,041	Closed	-$1.63M	–	2420
2019 Q4	$1.63M	Buy	+54,041	New	+$1.62M	﹤0.01%	1662

Other funds holding SPLB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

First Trust Advisors's SPLB Position: Q4 2024 in Review

First Trust Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2024, closing a stake of 69,658 shares — an estimated $1.68M sold.

First Trust Advisors first reported a position in SPLB in Q4 2019 and held it in 5 quarters. The position peaked at $4.6M in Q2 2020. 145 funds tracked by Wall St. Rank hold SPLB as of Q4 2024.

First Trust Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
First Trust Advisors sold 69,658 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2024, an estimated $1.68M.
First Trust Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
First Trust Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $4.6M in Q2 2020.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2024.

Based on First Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.