Atria Wealth Solutions
SPBO icon

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 – 2066
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 		$4.26M Buy
+143,891
New +$4.35M 0.08% 259

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NEPC LLC
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.J. St. Germain
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Atria Wealth Solutions's SPBO Position: Q1 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 8,678 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in SPBO in Q2 2022 and held it in 11 quarters. The position peaked at $4.26M in Q2 2022. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

  • Atria Wealth Solutions reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,678 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $249K.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's State Street SPDR Portfolio Corporate Bond ETF position peaked at $4.26M in Q2 2022.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.