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

Valeo Financial 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
2020
Q1 		– Sell
-2,000
Closed -$60K – 1908
2019
Q4 		$60K Buy
+2,000
New +$59.9K 0.01% 585

Other funds holding SPLB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valeo Financial Advisors's SPLB Position: Q1 2020 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2020, closing a stake of 2,000 shares — an estimated $60K sold.

Valeo Financial Advisors first reported a position in SPLB in Q4 2019 and held it in 1 quarter. The position peaked at $60K in Q4 2019. 61 funds tracked by Wall St. Rank hold SPLB as of Q1 2020.

  • Valeo Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2020, an estimated $60K.
  • Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $60K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.