Simplicity Solutions’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Simplicity Solutions’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
2022 Q2	–	Sell	-169,990	Closed	-$4.72M	–	692
2022 Q1	$4.72M	Buy	+169,990	New	+$4.91M	0.58%	34
2021 Q4	–	Sell	-93,089	Closed	-$2.92M	–	601
2021 Q3	$2.92M	Buy	93,089 +18,919	+26%	+$608K	0.45%	46
2021 Q2	$2.36M	Buy	74,170 +14,782	+25%	+$455K	0.47%	37
2021 Q1	$1.79M	Buy	59,388 +13,630	+30%	+$425K	0.39%	50
2020 Q4	$1.51M	Buy	+45,758	New	+$1.48M	0.02%	449
2020 Q3	–	Sell	-27,348	Closed	-$867K	–	943
2020 Q2	$867K	Buy	+27,348	New	+$833K	0.02%	505
2020 Q1	–	Sell	-9,173	Closed	-$276K	–	888
2019 Q4	$276K	Buy	+9,173	New	+$275K	0.01%	694

Other funds holding SPLB

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Simplicity Solutions's SPLB Position: Q2 2022 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2022, closing a stake of 169,990 shares — an estimated $4.72M sold.

Simplicity Solutions first reported a position in SPLB in Q4 2019 and held it in 7 quarters. The position peaked at $4.72M in Q1 2022. 98 funds tracked by Wall St. Rank hold SPLB as of Q2 2022.

Simplicity Solutions reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Simplicity Solutions sold 169,990 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2022, an estimated $4.72M.
Simplicity Solutions first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Simplicity Solutions's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $4.72M in Q1 2022.
98 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2022.

Based on Simplicity Solutions's 13F filing for Q2 2022, filed 19 Jul 2022.