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

Freedom Investment Management’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
2018
Q1 		– Sell
-40,011
Closed -$1.15M – 1202
2017
Q4 		$1.15M Buy
+40,011
New +$1.13M 0.06% 311

Other funds holding SPLB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freedom Investment Management's SPLB Position: Q1 2018 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2018, closing a stake of 40,011 shares — an estimated $1.15M sold.

Freedom Investment Management first reported a position in SPLB in Q4 2017 and held it in 1 quarter. The position peaked at $1.15M in Q4 2017. 46 funds tracked by Wall St. Rank hold SPLB as of Q1 2018.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 40,011 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2018, an estimated $1.15M.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Freedom Investment Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.15M in Q4 2017.
  • 46 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.