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Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Householder Group Estate & Retirement Specialist’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
-864
Closed -$19K – 1314
2024
Q2 		$19K Sell
864
-742
-46% -$16.7K 0.01% 692
2024
Q1 		$37.3K Buy
+1,606
New +$37.2K 0.01% 536
2023
Q4 		– Sell
-450
Closed -$9.56K – 1317
2023
Q3 		$9.56K Buy
+450
New +$10.1K ﹤0.01% 803
2023
Q1 		$11K Buy
+450
New +$10.5K ﹤0.01% 791
2022
Q4 		– Sell
-450
Closed -$9K – 1019
2022
Q3 		$9K Buy
+450
New +$10.8K ﹤0.01% 762

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPLB Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2024, closing a stake of 864 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in SPLB in Q3 2022 and held it in 5 quarters. The position peaked at $37.3K in Q1 2024. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 864 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $19K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $37.3K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.