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Morton Brown Family Wealth’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-559
Closed -$13.2K – 277
2023
Q1 		$13.2K Buy
+559
New +$13.1K 0.01% 118

Other funds holding SPLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morton Brown Family Wealth's SPLB Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2023, closing a stake of 559 shares — an estimated $13.2K sold.

Morton Brown Family Wealth first reported a position in SPLB in Q1 2023 and held it in 1 quarter. The position peaked at $13.2K in Q1 2023. 101 funds tracked by Wall St. Rank hold SPLB as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 559 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2023, an estimated $13.2K.
  • Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $13.2K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.