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Atria Investments’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Atria Investments’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
2025
Q4 		– Sell
-8,875
Closed -$205K – 2125
2025
Q3 		$205K Sell
8,875
-5,681
-39% -$129K ﹤0.01% 1938
2025
Q2 		$329K Sell
14,556
-890
-6% -$19.6K ﹤0.01% 1666
2025
Q1 		$349K Buy
15,446
+5,106
+49% +$115K ﹤0.01% 1536
2024
Q4 		$230K Sell
10,340
-526
-5% -$12.2K ﹤0.01% 1722
2024
Q3 		$263K Sell
10,866
-2,168
-17% -$51K ﹤0.01% 1680
2024
Q2 		$294K Buy
+13,034
New +$294K ﹤0.01% 1596
2024
Q1 		– Sell
-69,528
Closed -$1.65M – 1004
2023
Q4 		$1.65M Buy
+69,528
New +$1.52M 0.03% 668

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Investments's SPLB Position: Q4 2025 in Review

Atria Investments sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2025, closing a stake of 8,875 shares — an estimated $205K sold.

Atria Investments first reported a position in SPLB in Q4 2023 and held it in 7 quarters. The position peaked at $1.65M in Q4 2023. 169 funds tracked by Wall St. Rank hold SPLB as of Q4 2025.

  • Atria Investments reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 8,875 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2025, an estimated $205K.
  • Atria Investments first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
  • Atria Investments's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.65M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.