KFS
SPLB icon

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

Kelly Financial Services’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
-1,319
Closed -$29.7K – 655
2024
Q2 		$29.7K Buy
1,319
+540
+69% +$12.2K 0.01% 282
2024
Q1 		$18.1K Sell
779
-31
-4% -$718 0.01% 342
2023
Q4 		$19.3K Sell
810
-788
-49% -$17.2K 0.01% 313
2023
Q3 		$33.9K Buy
+1,598
New +$35.7K 0.02% 223
2023
Q2 		– Hold
0
– – – 725
2023
Q1 		– Hold
0
– – – 701
2022
Q4 		– Hold
0
– – – 690
2022
Q3 		– Hold
0
– – – 702
2022
Q2 		– Sell
-16,319
Closed -$408K – 685
2022
Q1 		$453K Buy
16,319
+2,170
+15% +$62.7K 0.2% 47
2021
Q4 		$445K Buy
14,149
+10,364
+274% +$328K 0.2% 44
2021
Q3 		$119K Sell
3,785
-57,459
-94% -$1.85M 0.07% 97
2021
Q2 		$1.93M Buy
61,244
+60,240
+6,000% +$1.85M 0.07% 77
2021
Q1 		$30.3K Buy
+1,004
New +$31.3K 0.02% 179

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

Kelly Financial Services's SPLB Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2024, closing a stake of 1,319 shares — an estimated $29.7K sold.

Kelly Financial Services first reported a position in SPLB in Q1 2021 and held it in 9 quarters. The position peaked at $1.93M in Q2 2021. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

  • Kelly Financial Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,319 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $29.7K.
  • Kelly Financial Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
  • Kelly Financial Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.93M in Q2 2021.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.