Atria Investments’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Atria Investments’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.7M	Buy	823,528 +119,257	+17%	+$3.58M	0.25%	69
2026 Q1	$21.2M	Buy	704,271 +65,638	+10%	+$1.98M	0.24%	73
2025 Q4	$19.3M	Buy	638,633 +93,814	+17%	+$2.84M	0.22%	80
2025 Q3	$16.5M	Buy	544,819 +123,621	+29%	+$3.73M	0.19%	102
2025 Q2	$12.7M	Sell	421,198 -125,019	-23%	-$3.75M	0.15%	142
2025 Q1	$16.4M	Buy	546,217 +173,441	+47%	+$5.2M	0.21%	96
2024 Q4	$11.1M	Buy	372,776 +42,517	+13%	+$1.27M	0.14%	170
2024 Q3	$10M	Buy	330,259 +58,851	+22%	+$1.77M	0.12%	186
2024 Q2	$8.06M	Buy	271,408 +6,308	+2%	+$187K	0.1%	215
2024 Q1	$7.89M	Buy	265,100 +165,365	+166%	+$4.92M	0.11%	221
2023 Q4	$2.97M	Buy	99,735 +11,231	+13%	+$331K	0.05%	454
2023 Q3	$2.59M	Sell	88,504 -223,590	-72%	-$6.57M	0.05%	476
2023 Q2	$9.19M	Sell	312,094 -23,396	-7%	-$691K	0.17%	143
2023 Q1	$9.94M	Buy	335,490 +64,277	+24%	+$1.9M	0.19%	127
2022 Q4	$7.97M	Buy	271,213 +6,537	+2%	+$191K	0.16%	154
2022 Q3	$7.73M	Buy	264,676 +10,848	+4%	+$322K	0.17%	147
2022 Q2	$7.55M	Buy	253,828 +83,235	+49%	+$2.49M	0.16%	155
2022 Q1	$5.14M	Buy	170,593 +18,497	+12%	+$564K	0.09%	278
2021 Q4	$4.71M	Buy	152,096 +21,431	+16%	+$666K	0.08%	295
2021 Q3	$4.08M	Buy	130,665 +27,927	+27%	+$873K	0.07%	313
2021 Q2	$3.22M	Buy	102,738 +35,258	+52%	+$1.1M	0.06%	357
2021 Q1	$2.11M	Buy	67,480 +22,540	+50%	+$707K	0.05%	433
2020 Q4	$1.41M	Buy	44,940 +9,634	+27%	+$302K	0.03%	543
2020 Q3	$1.11M	Buy	35,306 +1,360	+4%	+$42.7K	0.03%	534
2020 Q2	$1.06M	Buy	33,946 +2,731	+9%	+$84.7K	0.04%	495
2020 Q1	$944K	Sell	31,215 -9,660	-24%	-$295K	0.07%	233
2019 Q4	$1.26M	Buy	+40,875	New	+$1.26M	0.03%	456
2016 Q1	–	Sell	-38,522	Closed	-$1.17M	–	487
2015 Q4	$1.17M	Buy	38,522 +996	+3%	+$30.4K	0.13%	116
2015 Q3	$1.15M	Buy	37,526 +8,770	+30%	+$268K	0.16%	95
2015 Q2	$880K	Buy	28,756 +4,327	+18%	+$133K	0.1%	148
2015 Q1	$751K	Buy	24,429 +444	+2%	+$13.6K	0.09%	183
2014 Q4	$733K	Buy	23,985 +9,213	+62%	+$283K	0.08%	204
2014 Q3	$453K	Buy	14,772 +5,202	+54%	+$160K	0.05%	286
2014 Q2	$295K	Sell	9,570 -482	-5%	-$14.8K	0.03%	342
2014 Q1	$309K	Buy	10,052 +1,656	+20%	+$50.9K	0.03%	355
2013 Q4	$258K	Buy	+8,396	New	+$258K	0.03%	399

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Atria Investments's SPSB Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 17% in Q2 2026, buying an estimated $3.58M and bringing the position to 823,528 shares worth $24.7M. The position accounts for 0.25% of the portfolio, ranked #69.

Atria Investments first reported a position in SPSB in Q4 2013 and has held it in 36 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Atria Investments held 823,528 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $24.7M as of Q2 2026.
Atria Investments bought 119,257 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $3.58M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.25% of Atria Investments's portfolio in Q2 2026, its #69 holding.
Atria Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2013 and has held it in 36 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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