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Atria Wealth Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Atria Wealth Solutions’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.12M Sell
63,438
-48,768
-43% -$1.61M 0.05% 403
2025
Q1 		$3.73M Sell
112,206
-32,511
-22% -$1.07M 0.04% 428
2024
Q4 		$4.74M Buy
144,717
+50,340
+53% +$1.67M 0.05% 365
2024
Q3 		$3.18M Buy
94,377
+13,288
+16% +$442K 0.03% 478
2024
Q2 		$2.64M Buy
81,089
+13,231
+19% +$429K 0.03% 540
2024
Q1 		$2.22M Sell
67,858
-13,165
-16% -$429K 0.03% 596
2023
Q4 		$2.66M Buy
81,023
+60,809
+301% +$1.93M 0.03% 512
2023
Q3 		$636K Sell
20,214
-24,230
-55% -$772K 0.01% 1021
2023
Q2 		$1.43M Buy
44,444
+23,610
+113% +$762K 0.02% 702
2023
Q1 		$677K Sell
20,834
-10,234
-33% -$330K 0.01% 978
2022
Q4 		$989K Sell
31,068
-27,784
-47% -$879K 0.02% 754
2022
Q3 		$1.84M Sell
58,852
-3,768
-6% -$123K 0.03% 514
2022
Q2 		$2.04M Buy
62,620
+48,498
+343% +$1.6M 0.04% 442
2022
Q1 		$482K Buy
+14,122
New +$494K 0.01% 1087

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 43% in Q2 2025, selling an estimated $1.61M and leaving 63,438 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #403.

Atria Wealth Solutions first reported a position in SPIB in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.74M in Q4 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Atria Wealth Solutions held 63,438 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.12M as of Q2 2025.
  • Atria Wealth Solutions sold 48,768 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $1.61M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #403 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.74M in Q4 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

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