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McIlrath & Eck’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

McIlrath & Eck’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
2024
Q1 		– Sell
-136,033
Closed -$3.24M – 959
2023
Q4 		$3.24M Buy
136,033
+1,361
+1% +$29.7K 0.57% 25
2023
Q3 		$2.86M Buy
134,672
+17,195
+15% +$384K 0.58% 25
2023
Q2 		$2.73M Buy
+117,477
New +$2.72M 0.57% 22

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return

McIlrath & Eck's SPLB Position: Q1 2024 in Review

McIlrath & Eck sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2024, closing a stake of 136,033 shares — an estimated $3.24M sold.

McIlrath & Eck first reported a position in SPLB in Q2 2023 and held it in 3 quarters. The position peaked at $3.24M in Q4 2023. 132 funds tracked by Wall St. Rank hold SPLB as of Q1 2024.

  • McIlrath & Eck reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • McIlrath & Eck sold 136,033 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2024, an estimated $3.24M.
  • McIlrath & Eck first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • McIlrath & Eck's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3.24M in Q4 2023.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2024.

Based on McIlrath & Eck's 13F filing for Q1 2024, filed 10 May 2024.