Jim Simons
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Jim Simons’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Jim Simons’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
2023
Q4 		– Sell
-10,300
Closed -$219K – 4106
2023
Q3 		$219K Buy
+10,300
New +$230K ﹤0.01% 3060

Other funds holding SPLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's SPLB Position: Q4 2023 in Review

Jim Simons sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2023, closing a stake of 10,300 shares — an estimated $219K sold.

Jim Simons first reported a position in SPLB in Q3 2023 and held it in 1 quarter. The position peaked at $219K in Q3 2023. 128 funds tracked by Wall St. Rank hold SPLB as of Q4 2023.

  • Jim Simons reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Jim Simons sold 10,300 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2023, an estimated $219K.
  • Jim Simons first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Jim Simons's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $219K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.