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

Atria Wealth Solutions’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$431K Sell
19,080
-2,583
-12% -$56.8K 0.01% 982
2025
Q1 		$489K Sell
21,663
-91,969
-81% -$2.06M 0.01% 1210
2024
Q4 		$2.53M Buy
+113,632
New +$2.63M 0.03% 557
2024
Q2 		– Sell
-110,925
Closed -$2.58M – 2056
2024
Q1 		$2.58M Buy
+110,925
New +$2.57M 0.03% 551
2023
Q3 		– Sell
-17,264
Closed -$402K – 1973
2023
Q2 		$402K Buy
+17,264
New +$400K 0.01% 1268

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 12% in Q2 2025, selling an estimated $56.8K and leaving 19,080 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #982.

Atria Wealth Solutions first reported a position in SPLB in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.58M in Q1 2024. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

  • Atria Wealth Solutions held 19,080 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $431K as of Q2 2025.
  • Atria Wealth Solutions sold 2,583 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $56.8K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #982 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2023 and has held it in 5 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $2.58M in Q1 2024.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

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