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Liberty Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-1,289
Closed -$41K – 1173
2021
Q1 		$41K Hold
1,289
– – 0.02% 319
2020
Q4 		$41K Buy
1,289
+12
+0.9% +$389 0.02% 316
2020
Q3 		$41K Buy
+1,277
New +$41.5K 0.02% 262

Other funds holding SPLB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Liberty Wealth Management's SPLB Position: Q2 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2021, closing a stake of 1,289 shares — an estimated $41K sold.

Liberty Wealth Management first reported a position in SPLB in Q3 2020 and held it in 3 quarters. The position peaked at $41K in Q1 2021. 113 funds tracked by Wall St. Rank hold SPLB as of Q2 2021.

  • Liberty Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,289 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2021, an estimated $41K.
  • Liberty Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Liberty Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $41K in Q1 2021.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.