Gradient Investments’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Gradient Investments’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 Q3	–	Sell	-514	Closed	-$11.6K	–	1135
2024 Q2	$11.6K	Sell	514 -35	-6%	-$789	﹤0.01%	716
2024 Q1	$12.8K	Sell	549 -863	-61%	-$20K	﹤0.01%	608
2023 Q4	$33.6K	Sell	1,412 -2,328	-62%	-$50.8K	﹤0.01%	615
2023 Q3	$79.4K	Sell	3,740 -6,667	-64%	-$149K	﹤0.01%	426
2023 Q2	$242K	Sell	10,407 -1,847,378	-99%	-$42.8M	0.01%	305
2023 Q1	$43.9M	Buy	1,857,785 +448,389	+32%	+$10.5M	1.2%	17
2022 Q4	$31.6M	Buy	1,409,396 +692,544	+97%	+$15.4M	1%	23
2022 Q3	$15.6M	Buy	716,852 +416,077	+138%	+$10M	0.48%	50
2022 Q2	$7.25M	Buy	+300,775	New	+$7.53M	0.21%	120
2021 Q3	–	Sell	-138	Closed	-$4K	–	1245
2021 Q2	$4K	Buy	+138	New	+$4.25K	﹤0.01%	920
2021 Q1	–	Sell	-17	Closed	-$1K	–	1275
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	1084
2020 Q3	$1K	Buy	+17	New	+$552	﹤0.01%	1089

Other funds holding SPLB

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gradient Investments's SPLB Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2024, closing a stake of 514 shares — an estimated $11.6K sold.

Gradient Investments first reported a position in SPLB in Q3 2020 and held it in 12 quarters. The position peaked at $43.9M in Q1 2023. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 514 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $11.6K.
Gradient Investments first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2020 and held it in 12 quarters.
Gradient Investments's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $43.9M in Q1 2023.
141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.