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

Good Life 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
2024 Q4	–	Sell	-97,268	Closed	-$2.35M	–	579
2024 Q3	$2.35M	Buy	97,268 +12,198	+14%	+$287K	0.14%	127
2024 Q2	$1.92M	Buy	85,070 +397	+0.5%	+$8.95K	0.16%	118
2024 Q1	$1.97M	Buy	84,673 +7,787	+10%	+$180K	0.17%	105
2023 Q4	$1.83M	Sell	76,886 -17,446	-18%	-$381K	0.18%	107
2023 Q3	$2M	Sell	94,332 -36,526	-28%	-$816K	0.23%	90
2023 Q2	$3.04M	Buy	130,858 +14,700	+13%	+$340K	0.34%	59
2023 Q1	$2.74M	Buy	116,158 +38,056	+49%	+$889K	0.35%	62
2022 Q4	$1.75M	Buy	78,102 +67,082	+609%	+$1.49M	0.24%	91
2022 Q3	$240K	Buy	11,020 +470	+4%	+$11.3K	0.04%	285
2022 Q2	$254K	Buy	+10,550	New	+$264K	0.04%	290

Other funds holding SPLB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Good Life Advisors's SPLB Position: Q4 2024 in Review

Good Life Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2024, closing a stake of 97,268 shares — an estimated $2.35M sold.

Good Life Advisors first reported a position in SPLB in Q2 2022 and held it in 10 quarters. The position peaked at $3.04M in Q2 2023. 145 funds tracked by Wall St. Rank hold SPLB as of Q4 2024.

Good Life Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 97,268 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2024, an estimated $2.35M.
Good Life Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
Good Life Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3.04M in Q2 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.