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

Western Wealth Management’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
2021 Q2	$2.46M	Buy	+77,275	New	+$2.38M	0.25%	92
2021 Q1	–	Sell	-6,050	Closed	-$200K	–	536
2020 Q4	$200K	Buy	+6,050	New	+$196K	0.03%	450
2020 Q3	–	Sell	-6,450	Closed	-$204K	–	473
2020 Q2	$204K	Buy	+6,450	New	+$196K	0.04%	392

Other funds holding SPLB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Western Wealth Management's SPLB Position: Q2 2021 in Review

Western Wealth Management opened a new position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2021: 77,275 shares worth $2.46M. The stake represents 0.25% of the portfolio and ranks #92 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in SPLB as recently as Q4 2020.

Western Wealth Management first reported a position in SPLB in Q2 2020 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold SPLB as of Q2 2021.

Western Wealth Management held 77,275 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.46M as of Q2 2021.
State Street SPDR Portfolio Long Term Corporate Bond ETF was a new Western Wealth Management position in Q2 2021.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.25% of Western Wealth Management's portfolio in Q2 2021, its #92 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and has held it in 3 quarters since.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.