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

Foundations Investment 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
2019
Q1 		– Sell
-17,487
Closed -$459K – 119
2018
Q4 		$459K Buy
+17,487
New +$442K 0.1% 64

Other funds holding SPLB

K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's SPLB Position: Q1 2019 in Review

Foundations Investment Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2019, closing a stake of 17,487 shares — an estimated $459K sold.

Foundations Investment Advisors first reported a position in SPLB in Q4 2018 and held it in 1 quarter. The position peaked at $459K in Q4 2018. 63 funds tracked by Wall St. Rank hold SPLB as of Q1 2019.

  • Foundations Investment Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Foundations Investment Advisors sold 17,487 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2019, an estimated $459K.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Foundations Investment Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $459K in Q4 2018.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2019.

Based on Foundations Investment Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.