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

Horizon 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
2020
Q4 		– Sell
-16,740
Closed -$532K – 356
2020
Q3 		$532K Buy
16,740
+8,150
+95% +$265K 0.02% 279
2020
Q2 		$272K Buy
+8,590
New +$262K 0.01% 392

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

Horizon Investments's SPLB Position: Q4 2020 in Review

Horizon Investments sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2020, closing a stake of 16,740 shares — an estimated $532K sold.

Horizon Investments first reported a position in SPLB in Q2 2020 and held it in 2 quarters. The position peaked at $532K in Q3 2020. 125 funds tracked by Wall St. Rank hold SPLB as of Q4 2020.

  • Horizon Investments reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Horizon Investments sold 16,740 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2020, an estimated $532K.
  • Horizon Investments first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Horizon Investments's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $532K in Q3 2020.
  • 125 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2020.

Based on Horizon Investments's 13F filing for Q4 2020, filed 16 Feb 2021.