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

WFG 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
2015
Q2 		– Sell
-453
Closed -$13K – 1799
2015
Q1 		$13K Buy
453
+285
+170% +$8.05K ﹤0.01% 1128
2014
Q4 		$5K Buy
+168
New +$4.59K ﹤0.01% 1648

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
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's SPLB Position: Q2 2015 in Review

WFG Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2015, closing a stake of 453 shares — an estimated $13K sold.

WFG Advisors first reported a position in SPLB in Q4 2014 and held it in 2 quarters. The position peaked at $13K in Q1 2015. 31 funds tracked by Wall St. Rank hold SPLB as of Q2 2015.

  • WFG Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 453 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2015, an estimated $13K.
  • WFG Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • WFG Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $13K in Q1 2015.
  • 31 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.