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

WR Wealth Planners’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
2023 Q3	–	Sell	-629	Closed	-$14.6K	–	946
2023 Q2	$14.6K	Hold	629	–	–	0.01%	481
2023 Q1	$14.9K	Hold	629	–	–	0.01%	465
2022 Q4	$14.1K	Hold	629	–	–	0.01%	238
2022 Q3	$13.7K	Sell	629 -182	-22%	-$4.38K	0.01%	232
2022 Q2	$19.5K	Hold	811	–	–	0.01%	230
2022 Q1	$22.5K	Buy	+811	New	+$23.4K	0.01%	220

Other funds holding SPLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WR Wealth Planners's SPLB Position: Q3 2023 in Review

WR Wealth Planners sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2023, closing a stake of 629 shares — an estimated $14.6K sold.

WR Wealth Planners first reported a position in SPLB in Q1 2022 and held it in 6 quarters. The position peaked at $22.5K in Q1 2022. 114 funds tracked by Wall St. Rank hold SPLB as of Q3 2023.

WR Wealth Planners reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 629 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2023, an estimated $14.6K.
WR Wealth Planners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
WR Wealth Planners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $22.5K in Q1 2022.
114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.