PWM
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Peterson Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Peterson Wealth Management’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
-14,937
Closed -$353K – 72
2023
Q1 		$353K Buy
14,937
+99
+0.7% +$2.31K 0.34% 48
2022
Q4 		$333K Buy
14,838
+2,185
+17% +$48.7K 0.34% 46
2022
Q3 		$275K Buy
12,653
+3,558
+39% +$85.6K 0.26% 51
2022
Q2 		$219K Sell
9,095
-176,866
-95% -$4.43M 0.28% 45
2022
Q1 		$5.17M Sell
185,961
-92,488
-33% -$2.67M 3.47% 9
2021
Q4 		$8.77M Buy
278,449
+12,651
+5% +$400K 5.85% 3
2021
Q3 		$8.34M Sell
265,798
-2,788
-1% -$89.6K 6.46% 3
2021
Q2 		$8.54M Buy
268,586
+13,659
+5% +$421K 6.66% 2
2021
Q1 		$7.69M Buy
254,927
+30,429
+14% +$949K 6.53% 4
2020
Q4 		$7.43M Buy
224,498
+5,597
+3% +$181K 6.03% 6
2020
Q3 		$6.96M Buy
218,901
+31,159
+17% +$1.01M 6.16% 6
2020
Q2 		$5.95M Buy
187,742
+6,407
+4% +$195K 5.91% 5
2020
Q1 		$5.16M Sell
181,335
-6,761
-4% -$204K 6.29% 3
2019
Q4 		$5.71M Buy
+188,096
New +$5.63M 5.19% 7

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

Peterson Wealth Management's SPLB Position: Q2 2023 in Review

Peterson Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2023, closing a stake of 14,937 shares — an estimated $353K sold.

Peterson Wealth Management first reported a position in SPLB in Q4 2019 and held it in 14 quarters. The position peaked at $8.77M in Q4 2021. 101 funds tracked by Wall St. Rank hold SPLB as of Q2 2023.

  • Peterson Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 14,937 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2023, an estimated $353K.
  • Peterson Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
  • Peterson Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $8.77M in Q4 2021.
  • 101 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2023.

Based on Peterson Wealth Management's 13F filing for Q2 2023, filed 17 Aug 2023.