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Atria Wealth Solutions’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Atria Wealth Solutions’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,678
Closed -$249K – 2068
2024
Q4 		$249K Sell
8,678
-1,488
-15% -$43.5K ﹤0.01% 1668
2024
Q3 		$305K Sell
10,166
-15,225
-60% -$449K ﹤0.01% 1502
2024
Q2 		$729K Sell
25,391
-87,876
-78% -$2.51M 0.01% 1038
2024
Q1 		$3.3M Buy
113,267
+102,429
+945% +$2.97M 0.04% 464
2023
Q4 		$319K Sell
10,838
-1,538
-12% -$43.1K ﹤0.01% 1458
2023
Q3 		$341K Sell
12,376
-11,377
-48% -$322K ﹤0.01% 1333
2023
Q2 		$686K Sell
23,753
-3,425
-13% -$99.1K 0.01% 1016
2023
Q1 		$795K Sell
27,178
-3,869
-12% -$112K 0.01% 900
2022
Q4 		$881K Sell
31,047
-90,550
-74% -$2.55M 0.01% 806
2022
Q3 		$3.38M Sell
121,597
-22,294
-15% -$659K 0.06% 323
2022
Q2 		$4.25M Buy
+143,891
New +$4.35M 0.09% 259

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RWP
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NL
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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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return