AWS
SPAB icon

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

Atria Wealth Solutions’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
2025
Q2 		$5.9M Buy
230,314
+58,290
+34% +$1.47M 0.13% 183
2025
Q1 		$4.39M Sell
172,024
-6,720
-4% -$170K 0.05% 378
2024
Q4 		$4.47M Sell
178,744
-15,923
-8% -$405K 0.05% 385
2024
Q3 		$5.09M Buy
194,667
+34,033
+21% +$877K 0.06% 345
2024
Q2 		$4.03M Buy
160,634
+61,624
+62% +$1.54M 0.04% 391
2024
Q1 		$2.5M Sell
99,010
-23,435
-19% -$592K 0.03% 569
2023
Q4 		$3.14M Buy
122,445
+36,253
+42% +$892K 0.04% 455
2023
Q3 		$2.1M Buy
86,192
+7,214
+9% +$180K 0.03% 543
2023
Q2 		$2M Sell
78,978
-5,479
-6% -$140K 0.03% 563
2023
Q1 		$2.18M Sell
84,457
-5,117
-6% -$131K 0.03% 512
2022
Q4 		$2.25M Buy
89,574
+887
+1% +$22.2K 0.04% 471
2022
Q3 		$2.21M Buy
88,687
+10,344
+13% +$271K 0.04% 446
2022
Q2 		$2.06M Buy
78,343
+12,757
+19% +$340K 0.04% 434
2022
Q1 		$1.82M Buy
+65,586
New +$1.87M 0.03% 510

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atria Wealth Solutions's SPAB Position: Q2 2025 in Review

Atria Wealth Solutions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 34% in Q2 2025, buying an estimated $1.47M and bringing the position to 230,314 shares worth $5.9M. The position accounts for 0.13% of the portfolio, ranked #183.

Atria Wealth Solutions first reported a position in SPAB in Q1 2022 and has held it in 14 quarters since. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Atria Wealth Solutions held 230,314 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.9M as of Q2 2025.
  • Atria Wealth Solutions bought 58,290 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $1.47M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #183 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.