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Zullo Investment Group’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-353
Closed -$7.92K – 626
2022
Q4 		$7.92K Hold
353
– – ﹤0.01% 527
2022
Q3 		$8K Buy
353
+6
+2% +$144 0.01% 526
2022
Q2 		$8K Buy
347
+19
+6% +$476 0.01% 542
2022
Q1 		$9K Buy
328
+43
+15% +$1.24K ﹤0.01% 563
2021
Q4 		$9K Buy
+285
New +$9.01K ﹤0.01% 554

Other funds holding SPLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zullo Investment Group's SPLB Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2023, closing a stake of 353 shares — an estimated $7.92K sold.

Zullo Investment Group first reported a position in SPLB in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 92 funds tracked by Wall St. Rank hold SPLB as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 353 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2023, an estimated $7.92K.
  • Zullo Investment Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $9K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.