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

Wealthfront’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
2014
Q2 		– Sell
-26
Closed -$1K – 625
2014
Q1 		$1K Buy
+26
New +$665 ﹤0.01% 539

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
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront's SPLB Position: Q2 2014 in Review

Wealthfront sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2014, closing a stake of 26 shares — an estimated $1K sold.

Wealthfront first reported a position in SPLB in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 24 funds tracked by Wall St. Rank hold SPLB as of Q2 2014.

  • Wealthfront reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Wealthfront sold 26 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2014, an estimated $1K.
  • Wealthfront first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2014 and held it in 1 quarter.
  • Wealthfront's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1K in Q1 2014.
  • 24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2014.

Based on Wealthfront's 13F filing for Q2 2014, filed 24 Jul 2014.