Ladenburg Thalmann Financial Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$17K	Sell	1,933 -12,793	-87%	-$432K	﹤0.01%	4230
2019 Q3	$498K	Buy	+14,726	New	+$493K	﹤0.01%	1767
2019 Q1	–	Sell	-13,114	Closed	-$401K	–	5315
2018 Q4	$401K	Buy	+13,114	New	+$399K	﹤0.01%	1702

Other funds holding SPBO

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BPWA

Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SPBO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 87% in Q4 2019, selling an estimated $432K and leaving 1,933 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

Ladenburg Thalmann Financial Services first reported a position in SPBO in Q4 2018 and has held it in 3 quarters since. The position peaked at $498K in Q3 2019. 25 funds tracked by Wall St. Rank hold SPBO as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,933 shares of State Street SPDR Portfolio Corporate Bond ETF worth $17K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 12,793 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2019, an estimated $432K.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4230 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2018 and has held it in 3 quarters since.
Ladenburg Thalmann Financial Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $498K in Q3 2019.
25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.