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

Lucia Wealth 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
2020 Q3	$970K	Sell	30,535 -2,350	-7%	-$76.3K	0.23%	77
2020 Q2	$1.04M	Buy	32,885 +10,590	+47%	+$322K	0.28%	63
2020 Q1	$635K	Buy	+22,295	New	+$672K	0.21%	88

Other funds holding SPLB

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

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Lucia Wealth Services's SPLB Position: Q3 2020 in Review

Lucia Wealth Services reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 7.1% in Q3 2020, selling an estimated $76.3K and leaving 30,535 shares worth $970K. The position accounts for 0.23% of the portfolio, ranked #77.

Lucia Wealth Services first reported a position in SPLB in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.04M in Q2 2020. 108 funds tracked by Wall St. Rank hold SPLB as of Q3 2020.

Lucia Wealth Services held 30,535 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $970K as of Q3 2020.
Lucia Wealth Services sold 2,350 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2020, an estimated $76.3K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.23% of Lucia Wealth Services's portfolio in Q3 2020, its #77 holding.
Lucia Wealth Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2020 and has held it in 3 quarters since.
Lucia Wealth Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.04M in Q2 2020.
108 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.