Kaizen Financial Strategies’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Kaizen Financial Strategies’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 Q4	–	Sell	-8,350	Closed	-$202K	–	143
2024 Q3	$202K	Buy	+8,350	New	+$196K	0.12%	127
2023 Q1	–	Sell	-8,395	Closed	-$202K	–	119
2022 Q4	$202K	Buy	+8,395	New	+$187K	0.2%	116
2022 Q3	–	Sell	-10,195	Closed	-$246K	–	135
2022 Q2	$246K	Hold	10,195	–	–	0.24%	101
2022 Q1	$283K	Hold	10,195	–	–	0.22%	108
2021 Q4	$321K	Hold	10,195	–	–	0.24%	94
2021 Q3	$320K	Buy	+10,195	New	+$328K	0.26%	95
2021 Q1	$347K	Hold	11,495	–	–	0.33%	91
2020 Q4	$380K	Buy	+11,495	New	+$372K	0.42%	78

Other funds holding SPLB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Kaizen Financial Strategies's SPLB Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2024, closing a stake of 8,350 shares — an estimated $202K sold.

Kaizen Financial Strategies first reported a position in SPLB in Q4 2020 and held it in 8 quarters. The position peaked at $380K in Q4 2020. 145 funds tracked by Wall St. Rank hold SPLB as of Q4 2024.

Kaizen Financial Strategies reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 8,350 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2024, an estimated $202K.
Kaizen Financial Strategies first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Kaizen Financial Strategies's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $380K in Q4 2020.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.