Matthew Hamilton Rosenberg’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Matthew Hamilton Rosenberg’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
2023 Q1	–	Sell	-31	Closed	-$696	–	945
2022 Q4	$696	Sell	31 -46	-60%	-$1.02K	﹤0.01%	844
2022 Q3	$2K	Sell	77 -34	-31%	-$818	﹤0.01%	780
2022 Q2	$3K	Hold	111	–	–	﹤0.01%	738
2022 Q1	$3K	Sell	111 -299	-73%	-$8.64K	﹤0.01%	704
2021 Q4	$13K	Buy	410 +327	+394%	+$10.3K	﹤0.01%	576
2021 Q3	$3K	Buy	+83	New	+$2.67K	﹤0.01%	658

Other funds holding SPLB

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPLB Position: Q1 2023 in Review

Matthew Hamilton Rosenberg sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2023, closing a stake of 31 shares — an estimated $696 sold.

Matthew Hamilton Rosenberg first reported a position in SPLB in Q3 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 92 funds tracked by Wall St. Rank hold SPLB as of Q1 2023.

Matthew Hamilton Rosenberg reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 31 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2023, an estimated $696.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
Matthew Hamilton Rosenberg's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $13K in Q4 2021.
92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2023, filed 17 Apr 2023.