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Spectrum Planning & Advisory Services’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Spectrum Planning & Advisory 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
2021
Q1 		– Sell
-100,546
Closed -$3.33M – 52
2020
Q4 		$3.33M Buy
+100,546
New +$3.26M 3.58% 11

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Planning & Advisory Services's SPLB Position: Q1 2021 in Review

Spectrum Planning & Advisory Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2021, closing a stake of 100,546 shares — an estimated $3.33M sold.

Spectrum Planning & Advisory Services first reported a position in SPLB in Q4 2020 and held it in 1 quarter. The position peaked at $3.33M in Q4 2020. 114 funds tracked by Wall St. Rank hold SPLB as of Q1 2021.

  • Spectrum Planning & Advisory Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 100,546 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2021, an estimated $3.33M.
  • Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $3.33M in Q4 2020.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2021, filed 27 Apr 2021.