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Wellington Wealth Strategies’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Wellington Wealth Strategies’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
Q4 		$204K Buy
+9,088
New +$210K 0.19% 65

Other funds holding SPLB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Wellington Wealth Strategies's SPLB Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2024: 9,088 shares worth $204K. The stake represents 0.19% of the portfolio and ranks #65 among its holdings.

145 funds tracked by Wall St. Rank hold SPLB as of Q4 2024.

  • Wellington Wealth Strategies held 9,088 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $204K as of Q4 2024.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Wellington Wealth Strategies position in Q4 2024.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.19% of Wellington Wealth Strategies's portfolio in Q4 2024, its #65 holding.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.