TWA
SPLB icon

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

TCI Wealth Advisors’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
2015
Q3 		– Sell
-338
Closed -$9K – 1014
2015
Q2 		$9K Buy
+338
New +$9.04K 0.01% 545

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's SPLB Position: Q3 2015 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2015, closing a stake of 338 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in SPLB in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 31 funds tracked by Wall St. Rank hold SPLB as of Q3 2015.

  • TCI Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 338 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2015, an estimated $9K.
  • TCI Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2015 and held it in 1 quarter.
  • TCI Wealth Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $9K in Q2 2015.
  • 31 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2015.

Based on TCI Wealth Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.