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

Golden State Wealth 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
2020 Q2	–	Sell	-90	Closed	-$3K	–	794
2020 Q1	$3K	Buy	+90	New	+$2.71K	﹤0.01%	825
2019 Q4	–	Sell	-90	Closed	-$3K	–	798
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	934
2019 Q2	$2K	Buy	+90	New	+$2.47K	﹤0.01%	996

Other funds holding SPLB

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Golden State Wealth Management's SPLB Position: Q2 2020 in Review

Golden State Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2020, closing a stake of 90 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in SPLB in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 100 funds tracked by Wall St. Rank hold SPLB as of Q2 2020.

Golden State Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 90 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2020, an estimated $3K.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Golden State Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3K in Q1 2020.
100 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.