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

Horst & Graben 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
2021 Q4	–	Sell	-6,546	Closed	-$205K	–	140
2021 Q3	$205K	Sell	6,546 -1,352	-17%	-$43.5K	0.06%	127
2021 Q2	$251K	Sell	7,898 -14,982	-65%	-$461K	0.07%	113
2021 Q1	$690K	Sell	22,880 -169,451	-88%	-$5.29M	0.22%	61
2020 Q4	$6.37M	Buy	192,331 +71,266	+59%	+$2.31M	2.19%	14
2020 Q3	$3.85M	Buy	121,065 +29,081	+32%	+$945K	1.49%	16
2020 Q2	$2.92M	Buy	+91,984	New	+$2.8M	1.28%	16

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

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

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Horst & Graben Wealth Management's SPLB Position: Q4 2021 in Review

Horst & Graben Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2021, closing a stake of 6,546 shares — an estimated $205K sold.

Horst & Graben Wealth Management first reported a position in SPLB in Q2 2020 and held it in 6 quarters. The position peaked at $6.37M in Q4 2020. 132 funds tracked by Wall St. Rank hold SPLB as of Q4 2021.

Horst & Graben Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 6,546 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2021, an estimated $205K.
Horst & Graben Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Horst & Graben Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $6.37M in Q4 2020.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.