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Joseph P. Lucia & Associates’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Joseph P. Lucia & Associates’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
2025
Q1 		– Sell
-9,187
Closed -$204K – 150
2024
Q4 		$204K Hold
9,187
– – 0.09% 136
2024
Q3 		$222K Buy
+9,187
New +$216K 0.1% 120
2024
Q2 		– Sell
-8,726
Closed -$203K – 129
2024
Q1 		$203K Hold
8,726
– – 0.11% 118
2023
Q4 		$208K Buy
+8,726
New +$191K 0.13% 111
2023
Q3 		– Sell
-9,346
Closed -$217K – 115
2023
Q2 		$217K Hold
9,346
– – 0.15% 108
2023
Q1 		$221K Sell
9,346
-2,207
-19% -$51.6K 0.15% 107
2022
Q4 		$259K Sell
11,553
-547
-5% -$12.2K 0.19% 94
2022
Q3 		$263K Hold
12,100
– – 0.21% 88
2022
Q2 		$291K Sell
12,100
-487
-4% -$12.2K 0.21% 83
2022
Q1 		$350K Sell
12,587
-9,254
-42% -$267K 0.21% 80
2021
Q4 		$688K Sell
21,841
-1,538
-7% -$48.6K 0.44% 59
2021
Q3 		$733K Sell
23,379
-1,197
-5% -$38.5K 0.43% 61
2021
Q2 		$781K Sell
24,576
-1,295
-5% -$39.9K 0.47% 59
2021
Q1 		$781K Sell
25,871
-65
-0.3% -$2.03K 0.35% 56
2020
Q4 		$858K Buy
25,936
+1,354
+6% +$43.8K 0.6% 51
2020
Q3 		$781K Buy
24,582
+4,557
+23% +$148K 0.73% 44
2020
Q2 		$635K Buy
20,025
+2,112
+12% +$64.3K 0.57% 51
2020
Q1 		$510K Buy
17,913
+3,633
+25% +$109K 0.57% 47
2019
Q4 		$430K Hold
14,280
– – 0.39% 64
2019
Q3 		$430K Sell
14,280
-3,980
-22% -$117K 0.44% 62
2019
Q2 		$525K Sell
18,260
-115,889
-86% -$3.18M 0.55% 48
2019
Q1 		$4.99K Buy
+134,149
New +$3.5M 0.37% 55

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Joseph P. Lucia & Associates's SPLB Position: Q1 2025 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2025, closing a stake of 9,187 shares — an estimated $204K sold.

Joseph P. Lucia & Associates first reported a position in SPLB in Q1 2019 and held it in 22 quarters. The position peaked at $858K in Q4 2020. 167 funds tracked by Wall St. Rank hold SPLB as of Q1 2025.

  • Joseph P. Lucia & Associates reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 9,187 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2025, an estimated $204K.
  • Joseph P. Lucia & Associates first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2019 and held it in 22 quarters.
  • Joseph P. Lucia & Associates's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $858K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2025, filed 14 May 2025.