IFWM
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Institute for Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Institute for 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
2020
Q1 		– Sell
-2,906
Closed -$88K – 641
2019
Q4 		$88K Buy
+2,906
New +$87K 0.02% 484

Other funds holding SPLB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institute for Wealth Management's SPLB Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2020, closing a stake of 2,906 shares — an estimated $88K sold.

Institute for Wealth Management first reported a position in SPLB in Q4 2019 and held it in 1 quarter. The position peaked at $88K in Q4 2019. 61 funds tracked by Wall St. Rank hold SPLB as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,906 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2020, an estimated $88K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $88K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.