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

Rowland Carmichael 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
2020 Q4	$2.63M	Buy	79,318 +16,686	+27%	+$540K	0.83%	25
2020 Q3	$1.99M	Buy	62,632 +4,249	+7%	+$138K	0.78%	25
2020 Q2	$1.85M	Buy	+58,383	New	+$1.78M	0.79%	24
2019 Q4	–	Sell	-18,563	Closed	-$559K	–	370
2019 Q3	$559K	Sell	18,563 -42,006	-69%	-$1.24M	0.19%	131
2019 Q2	$1.74M	Buy	60,569 +24,407	+67%	+$669K	0.6%	26
2019 Q1	$981K	Buy	+36,162	New	+$944K	0.36%	63

Other funds holding SPLB

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

SMM

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

MLICM

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rowland Carmichael Advisors's SPLB Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 27% in Q4 2020, buying an estimated $540K and bringing the position to 79,318 shares worth $2.63M. The position accounts for 0.83% of the portfolio, ranked #25.

Rowland Carmichael Advisors first reported a position in SPLB in Q1 2019 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold SPLB as of Q4 2020.

Rowland Carmichael Advisors held 79,318 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.63M as of Q4 2020.
Rowland Carmichael Advisors bought 16,686 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2020, an estimated $540K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.83% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #25 holding.
Rowland Carmichael Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2019 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.