TRUADVICE’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

TRUADVICE’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
2022 Q1	–	Sell	-13,893	Closed	-$403K	–	138
2021 Q4	$403K	Buy	13,893 +1,720	+14%	+$54.4K	0.38%	78
2021 Q3	$393K	Sell	12,173 -3,457	-22%	-$111K	0.36%	78
2021 Q2	$507K	Buy	15,630 +1,039	+7%	+$32K	0.11%	168
2021 Q1	$445K	Buy	14,591 +3,052	+26%	+$95.2K	0.13%	151
2020 Q4	$373K	Sell	11,539 -47,595	-80%	-$1.54M	0.11%	171
2020 Q3	$1.87M	Buy	+59,134	New	+$1.92M	0.76%	31

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

CCMG

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

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

TRUADVICE's SPLB Position: Q1 2022 in Review

TRUADVICE sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2022, closing a stake of 13,893 shares — an estimated $403K sold.

TRUADVICE first reported a position in SPLB in Q3 2020 and held it in 6 quarters. The position peaked at $1.87M in Q3 2020. 115 funds tracked by Wall St. Rank hold SPLB as of Q1 2022.

TRUADVICE reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
TRUADVICE sold 13,893 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2022, an estimated $403K.
TRUADVICE first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2020 and held it in 6 quarters.
TRUADVICE's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.87M in Q3 2020.
115 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2022.

Based on TRUADVICE's 13F filing for Q1 2022, filed 10 May 2022.