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

Founders Financial Securities’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
Q4 		– Sell
-8,370
Closed -$266K – 239
2020
Q3 		$266K Sell
8,370
-286
-3% -$9.29K 0.08% 135
2020
Q2 		$274K Buy
+8,656
New +$264K 0.09% 136

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
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Founders Financial Securities's SPLB Position: Q4 2020 in Review

Founders Financial Securities sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2020, closing a stake of 8,370 shares — an estimated $266K sold.

Founders Financial Securities first reported a position in SPLB in Q2 2020 and held it in 2 quarters. The position peaked at $274K in Q2 2020. 125 funds tracked by Wall St. Rank hold SPLB as of Q4 2020.

  • Founders Financial Securities reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Securities sold 8,370 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2020, an estimated $266K.
  • Founders Financial Securities first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Founders Financial Securities's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $274K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2020.

Based on Founders Financial Securities's 13F filing for Q4 2020, filed 9 Feb 2021.