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Atria Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Atria Investments’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Buy
38,570
+12,234
+46% +$413K 0.01% 916
2025
Q4 		$890K Sell
26,336
-2,862
-10% -$96.9K 0.01% 1133
2025
Q3 		$990K Sell
29,198
-39,117
-57% -$1.32M 0.01% 1061
2025
Q2 		$2.29M Sell
68,315
-3,367
-5% -$111K 0.03% 672
2025
Q1 		$2.38M Buy
71,682
+1,389
+2% +$45.8K 0.03% 635
2024
Q4 		$2.3M Buy
70,293
+15,482
+28% +$512K 0.03% 620
2024
Q3 		$1.85M Buy
54,811
+2,214
+4% +$73.6K 0.02% 693
2024
Q2 		$1.71M Buy
52,597
+100
+0.2% +$3.24K 0.02% 702
2024
Q1 		$1.72M Sell
52,497
-18
-0% -$587 0.02% 720
2023
Q4 		$1.72M Buy
52,515
+4,362
+9% +$139K 0.03% 653
2023
Q3 		$1.51M Sell
48,153
-1,109
-2% -$35.3K 0.03% 676
2023
Q2 		$1.58M Sell
49,262
-27,551
-36% -$890K 0.03% 647
2023
Q1 		$2.5M Sell
76,813
-376
-0.5% -$12.1K 0.05% 462
2022
Q4 		$2.46M Buy
77,189
+2,293
+3% +$72.5K 0.05% 439
2022
Q3 		$2.35M Sell
74,896
-24,219
-24% -$789K 0.05% 432
2022
Q2 		$3.23M Sell
99,115
-16,803
-14% -$556K 0.07% 354
2022
Q1 		$3.96M Sell
115,918
-41,644
-26% -$1.46M 0.07% 341
2021
Q4 		$5.7M Buy
157,562
+32,030
+26% +$1.16M 0.1% 249
2021
Q3 		$4.58M Buy
125,532
+77,344
+161% +$2.84M 0.08% 278
2021
Q2 		$1.77M Buy
48,188
+5,539
+13% +$202K 0.03% 554
2021
Q1 		$1.55M Buy
42,649
+2,251
+6% +$82.6K 0.03% 546
2020
Q4 		$1.5M Buy
40,398
+984
+2% +$36.3K 0.04% 514
2020
Q3 		$1.45M Sell
39,414
-330
-0.8% -$12.1K 0.04% 437
2020
Q2 		$1.45M Sell
39,744
-6,782
-15% -$241K 0.05% 391
2020
Q1 		$1.58M Sell
46,526
-24,440
-34% -$857K 0.12% 162
2019
Q4 		$2.51M Buy
70,966
+4,776
+7% +$168K 0.07% 250
2019
Q3 		$2.33M Sell
66,190
-6,640
-9% -$233K 0.08% 200
2019
Q2 		$2.56M Sell
72,830
-5,575
-7% -$191K 0.1% 179
2019
Q1 		$2.68M Buy
78,405
+1,774
+2% +$59.6K 0.11% 166
2018
Q4 		$2.53M Sell
76,631
-6,516
-8% -$215K 0.11% 148
2018
Q3 		$2.77M Buy
83,147
+68,498
+468% +$2.28M 0.11% 162
2018
Q2 		$488K Buy
+14,649
New +$487K 0.02% 578
2018
Q1 		– Sell
-12,773
Closed -$437K – 910
2017
Q4 		$437K Buy
12,773
+1,422
+13% +$48.9K 0.02% 519
2017
Q3 		$392K Buy
+11,351
New +$392K 0.02% 513
2016
Q4 		– Sell
-6,287
Closed -$219K – 675
2016
Q3 		$219K Buy
+6,287
New +$219K 0.02% 483

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's SPIB Position: Q1 2026 in Review

Atria Investments increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 46% in Q1 2026, buying an estimated $413K and bringing the position to 38,570 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #916.

Atria Investments first reported a position in SPIB in Q3 2016 and has held it in 35 quarters since. The position peaked at $5.7M in Q4 2021. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Atria Investments held 38,570 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.29M as of Q1 2026.
  • Atria Investments bought 12,234 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $413K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #916 holding.
  • Atria Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2016 and has held it in 35 quarters since.
  • Atria Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.7M in Q4 2021.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.