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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 $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return