PI
SPLB icon

PFG Investments’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

PFG Investments’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
Q4 		– Sell
-17,119
Closed -$414K – 1072
2024
Q3 		$414K Buy
+17,119
New +$402K 0.03% 573

Other funds holding SPLB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

PFG Investments's SPLB Position: Q4 2024 in Review

PFG Investments sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2024, closing a stake of 17,119 shares — an estimated $414K sold.

PFG Investments first reported a position in SPLB in Q3 2024 and held it in 1 quarter. The position peaked at $414K in Q3 2024. 145 funds tracked by Wall St. Rank hold SPLB as of Q4 2024.

  • PFG Investments reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • PFG Investments sold 17,119 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2024, an estimated $414K.
  • PFG Investments first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • PFG Investments's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $414K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2024.

Based on PFG Investments's 13F filing for Q4 2024, filed 22 Jan 2025.