Sowell Financial Services’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-10,114	Closed	-$228K	–	578
2024 Q2	$228K	Buy	+10,114	New	+$228K	0.01%	512
2023 Q4	–	Sell	-10,004	Closed	-$212K	–	575
2023 Q3	$212K	Buy	+10,004	New	+$224K	0.01%	498
2021 Q2	–	Sell	-15,351	Closed	-$472K	–	2406
2021 Q1	$472K	Buy	15,351 +1,274	+9%	+$39.8K	0.02%	662
2020 Q4	$466K	Sell	14,077 -2,073	-13%	-$67.1K	0.02%	545
2020 Q3	$513K	Sell	16,150 -1,399	-8%	-$45.4K	0.03%	460
2020 Q2	$556K	Buy	17,549 +17,038	+3,334%	+$519K	0.03%	424
2020 Q1	$15K	Buy	511 +107	+26%	+$3.22K	﹤0.01%	1488
2019 Q4	$12K	Sell	404 -585	-59%	-$17.5K	﹤0.01%	1635
2019 Q3	$30K	Buy	+989	New	+$29.2K	﹤0.01%	1147

Other funds holding SPLB

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Sowell Financial Services's SPLB Position: Q3 2024 in Review

Sowell Financial Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2024, closing a stake of 10,114 shares — an estimated $228K sold.

Sowell Financial Services first reported a position in SPLB in Q3 2019 and held it in 9 quarters. The position peaked at $556K in Q2 2020. 141 funds tracked by Wall St. Rank hold SPLB as of Q3 2024.

Sowell Financial Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Sowell Financial Services sold 10,114 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2024, an estimated $228K.
Sowell Financial Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $556K in Q2 2020.
141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.