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

Waverly 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
2024
Q2 		– Sell
-64
Closed -$1.49K – 824
2024
Q1 		$1.49K Buy
+64
New +$1.48K ﹤0.01% 696

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Waverly Advisors's SPLB Position: Q2 2024 in Review

Waverly Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2024, closing a stake of 64 shares — an estimated $1.49K sold.

Waverly Advisors first reported a position in SPLB in Q1 2024 and held it in 1 quarter. The position peaked at $1.49K in Q1 2024. 142 funds tracked by Wall St. Rank hold SPLB as of Q2 2024.

  • Waverly Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Waverly Advisors sold 64 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2024, an estimated $1.49K.
  • Waverly Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Waverly Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.49K in Q1 2024.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.