LFGH
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Lee Financial Group Hawaii’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Lee Financial Group Hawaii’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
2020
Q1 		– Sell
-153,731
Closed -$4.63M – 29
2019
Q4 		$4.63M Buy
153,731
+6,242
+4% +$187K 3.65% 10
2019
Q3 		$4.44M Buy
147,489
+6,613
+5% +$195K 3.96% 8
2019
Q2 		$4.05M Buy
140,876
+128,518
+1,040% +$3.52M 3.46% 12
2019
Q1 		$335K Buy
12,358
+2,299
+23% +$60K 0.31% 27
2018
Q4 		$255K Buy
+10,059
New +$254K 0.27% 27

Other funds holding SPLB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return