MA
SPLB icon

Mutual Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Mutual Advisors’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
Q3 		– Sell
-12,963
Closed -$298K – 1152
2024
Q2 		$298K Buy
+12,963
New +$292K 0.01% 889
2023
Q4 		– Sell
-11,142
Closed -$237K – 1070
2023
Q3 		$237K Buy
11,142
+2,483
+29% +$55.5K 0.01% 868
2023
Q2 		$201K Buy
+8,659
New +$200K 0.01% 947
2022
Q1 		– Sell
-9,923
Closed -$312K – 930
2021
Q4 		$312K Sell
9,923
-1,808
-15% -$57.2K 0.02% 731
2021
Q3 		$368K Sell
11,731
-1,297
-10% -$41.7K 0.02% 649
2021
Q2 		$414K Sell
13,028
-8,147
-38% -$251K 0.02% 588
2021
Q1 		$639K Sell
21,175
-12,290
-37% -$383K 0.04% 436
2020
Q4 		$1.11M Buy
33,465
+11,918
+55% +$386K 0.08% 282
2020
Q3 		$685K Buy
21,547
+4,863
+29% +$158K 0.06% 341
2020
Q2 		$529K Sell
16,684
-58,462
-78% -$1.78M 0.05% 365
2020
Q1 		$2.14M Sell
75,146
-7,189
-9% -$217K 0.29% 85
2019
Q4 		$2.48M Buy
82,335
+569
+0.7% +$17K 0.26% 95
2019
Q3 		$2.46M Sell
81,766
-6,839
-8% -$202K 0.33% 72
2019
Q2 		$2.55M Buy
+88,605
New +$2.43M 0.33% 65

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Mutual Advisors's SPLB Position: Q3 2024 in Review

Mutual Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2024, closing a stake of 12,963 shares — an estimated $298K sold.

Mutual Advisors first reported a position in SPLB in Q2 2019 and held it in 14 quarters. The position peaked at $2.55M in Q2 2019. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

  • Mutual Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 12,963 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $298K.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
  • Mutual Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $2.55M in Q2 2019.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.