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

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