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Atria Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Atria Investments’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.62M Buy
141,842
+19,570
+16% +$499K 0.04% 498
2026
Q1 		$3.13M Buy
122,272
+29,162
+31% +$752K 0.04% 527
2025
Q4 		$2.4M Buy
93,110
+35,285
+61% +$913K 0.03% 644
2025
Q3 		$1.49M Buy
57,825
+1,014
+2% +$26K 0.02% 849
2025
Q2 		$1.45M Buy
56,811
+7,914
+16% +$200K 0.02% 865
2025
Q1 		$1.25M Buy
48,897
+23,850
+95% +$602K 0.02% 913
2024
Q4 		$626K Sell
25,047
-11,469
-31% -$292K 0.01% 1216
2024
Q3 		$955K Buy
36,516
+1,333
+4% +$34.3K 0.01% 991
2024
Q2 		$883K Sell
35,183
-4,537
-11% -$113K 0.01% 1004
2024
Q1 		$1M Buy
+39,720
New +$1M 0.01% 962
2021
Q1 		– Sell
-85,367
Closed -$2.63M – 748
2020
Q4 		$2.63M Buy
85,367
+1,883
+2% +$57.8K 0.06% 338
2020
Q3 		$2.57M Sell
83,484
-22,129
-21% -$685K 0.08% 274
2020
Q2 		$3.26M Sell
105,613
-146,971
-58% -$4.49M 0.11% 212
2020
Q1 		$7.63M Buy
252,584
+179,791
+247% +$5.34M 0.59% 41
2019
Q4 		$2.14M Sell
72,793
-38,981
-35% -$1.15M 0.06% 284
2019
Q3 		$3.31M Buy
111,774
+41,821
+60% +$1.23M 0.12% 159
2019
Q2 		$2.07M Sell
69,953
-35,301
-34% -$1.01M 0.08% 219
2019
Q1 		$3M Buy
105,254
+33,109
+46% +$929K 0.13% 151
2018
Q4 		$2.01M Sell
72,145
-17,706
-20% -$487K 0.09% 184
2018
Q3 		$2.49M Sell
89,851
-17,767
-17% -$494K 0.1% 186
2018
Q2 		$3M Buy
107,618
+55,714
+107% +$1.55M 0.13% 143
2018
Q1 		$1.46M Buy
+51,904
New +$1.46M 0.07% 262
2017
Q1 		– Sell
-18,310
Closed -$521K – 714
2016
Q4 		$521K Sell
18,310
-1,510
-8% -$43.6K 0.04% 331
2016
Q3 		$587K Sell
19,820
-3,832
-16% -$114K 0.05% 285
2016
Q2 		$705K Buy
23,652
+328
+1% +$9.63K 0.08% 200
2016
Q1 		$683K Sell
23,324
-4,208
-15% -$122K 0.08% 193
2015
Q4 		$790K Sell
27,532
-15,524
-36% -$446K 0.09% 173
2015
Q3 		$1.25M Buy
43,056
+6,110
+17% +$176K 0.17% 89
2015
Q2 		$1.06M Buy
36,946
+10,892
+42% +$317K 0.12% 123
2015
Q1 		$768K Buy
26,054
+11,472
+79% +$337K 0.09% 179
2014
Q4 		$425K Buy
14,582
+3,002
+26% +$87.3K 0.05% 281
2014
Q3 		$334K Buy
+11,580
New +$334K 0.03% 341

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Atria Investments's SPAB Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 16% in Q2 2026, buying an estimated $499K and bringing the position to 141,842 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #498.

Atria Investments first reported a position in SPAB in Q3 2014 and has held it in 32 quarters since. The position peaked at $7.63M in Q1 2020. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Atria Investments held 141,842 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.62M as of Q2 2026.
  • Atria Investments bought 19,570 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $499K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #498 holding.
  • Atria Investments first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2014 and has held it in 32 quarters since.
  • Atria Investments's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.63M in Q1 2020.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.