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

WealthPLAN Partners’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
Q4 		– Sell
-8,693
Closed -$279K – 351
2020
Q3 		$279K Buy
+8,693
New +$282K 0.03% 266

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's SPLB Position: Q4 2020 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2020, closing a stake of 8,693 shares — an estimated $279K sold.

WealthPLAN Partners first reported a position in SPLB in Q3 2020 and held it in 1 quarter. The position peaked at $279K in Q3 2020. 125 funds tracked by Wall St. Rank hold SPLB as of Q4 2020.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 8,693 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2020, an estimated $279K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • WealthPLAN Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $279K in Q3 2020.
  • 125 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2020.

Based on WealthPLAN Partners's 13F filing for Q4 2020, filed 9 Feb 2021.