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

Simplicity Wealth’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
Q4 		– Sell
-10,406
Closed -$226K – 82
2022
Q3 		$226K Sell
10,406
-67,158
-87% -$1.62M 0.3% 65
2022
Q2 		$1.87M Sell
77,564
-30,570
-28% -$765K 2.73% 13
2022
Q1 		$3M Buy
108,134
+16,167
+18% +$467K 2.92% 8
2021
Q4 		$2.9M Buy
+91,967
New +$2.91M 1.56% 25

Other funds holding SPLB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Wealth's SPLB Position: Q4 2022 in Review

Simplicity Wealth sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2022, closing a stake of 10,406 shares — an estimated $226K sold.

Simplicity Wealth first reported a position in SPLB in Q4 2021 and held it in 4 quarters. The position peaked at $3M in Q1 2022. 102 funds tracked by Wall St. Rank hold SPLB as of Q4 2022.

  • Simplicity Wealth reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Simplicity Wealth sold 10,406 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2022, an estimated $226K.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Simplicity Wealth's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3M in Q1 2022.
  • 102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2022.

Based on Simplicity Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.