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

McKinley Carter 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
2022 Q1	–	Sell	-7,983	Closed	-$251K	–	300
2021 Q4	$251K	Sell	7,983 -2,187	-22%	-$69.2K	0.02%	262
2021 Q3	$319K	Sell	10,170 -1,545	-13%	-$49.7K	0.03%	236
2021 Q2	$372K	Sell	11,715 -7,707	-40%	-$237K	0.03%	221
2021 Q1	$586K	Buy	19,422 +170	+0.9%	+$5.3K	0.05%	172
2020 Q4	$637K	Buy	+19,252	New	+$623K	0.08%	152

Other funds holding SPLB

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

MLICM

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

McKinley Carter Wealth Services's SPLB Position: Q1 2022 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2022, closing a stake of 7,983 shares — an estimated $251K sold.

McKinley Carter Wealth Services first reported a position in SPLB in Q4 2020 and held it in 5 quarters. The position peaked at $637K in Q4 2020. 115 funds tracked by Wall St. Rank hold SPLB as of Q1 2022.

McKinley Carter Wealth Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 7,983 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2022, an estimated $251K.
McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
McKinley Carter Wealth Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $637K in Q4 2020.
115 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2022, filed 27 Apr 2022.