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

Spire Wealth Management’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
2023 Q3	–	Sell	-62	Closed	-$1.44K	–	2461
2023 Q2	$1.44K	Sell	62 -17	-22%	-$394	﹤0.01%	2243
2023 Q1	$1.87K	Buy	+79	New	+$1.85K	﹤0.01%	2276
2022 Q4	–	Sell	-4,973	Closed	-$108K	–	2394
2022 Q3	$108K	Sell	4,973 -826	-14%	-$19.9K	0.01%	686
2022 Q2	$140K	Buy	+5,799	New	+$145K	0.01%	895
2022 Q1	–	Sell	-14,813	Closed	-$466K	–	2841
2021 Q4	$466K	Buy	14,813 +14,298	+2,776%	+$452K	0.01%	729
2021 Q3	$16K	Buy	+515	New	+$16.6K	﹤0.01%	1943
2021 Q2	–	Sell	-58,010	Closed	-$1.74M	–	2933
2021 Q1	$1.74M	Buy	+58,010	New	+$1.81M	0.05%	313

Other funds holding SPLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management's SPLB Position: Q3 2023 in Review

Spire Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2023, closing a stake of 62 shares — an estimated $1.44K sold.

Spire Wealth Management first reported a position in SPLB in Q1 2021 and held it in 7 quarters. The position peaked at $1.74M in Q1 2021. 114 funds tracked by Wall St. Rank hold SPLB as of Q3 2023.

Spire Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 62 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2023, an estimated $1.44K.
Spire Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.74M in Q1 2021.
114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.