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

Founders Financial Alliance’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
Q3 		– Sell
-608
Closed -$14.1K – 509
2023
Q2 		$14.1K Buy
+608
New +$14.1K 0.01% 431
2022
Q3 		– Sell
-352
Closed -$8K – 543
2022
Q2 		$8K Buy
+352
New +$8.81K ﹤0.01% 448

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Founders Financial Alliance's SPLB Position: Q3 2023 in Review

Founders Financial Alliance sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2023, closing a stake of 608 shares — an estimated $14.1K sold.

Founders Financial Alliance first reported a position in SPLB in Q2 2022 and held it in 2 quarters. The position peaked at $14.1K in Q2 2023. 114 funds tracked by Wall St. Rank hold SPLB as of Q3 2023.

  • Founders Financial Alliance reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Founders Financial Alliance sold 608 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2023, an estimated $14.1K.
  • Founders Financial Alliance first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Founders Financial Alliance's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $14.1K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2023.

Based on Founders Financial Alliance's 13F filing for Q3 2023, filed 13 Nov 2023.