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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 – 2409
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
LPL Financial San Diego, California $376B 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return