Atria Wealth Solutions’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Atria Wealth Solutions’s Portfolio SPMB Stock Details SPMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,832	Closed	-$371K	–	1862
2025 Q1	$371K	Sell	16,832 -5,145	-23%	-$112K	﹤0.01%	1357
2024 Q4	$474K	Buy	21,977 +3,368	+18%	+$73.8K	0.01%	1304
2024 Q3	$419K	Buy	18,609 +4,872	+35%	+$108K	﹤0.01%	1325
2024 Q2	$296K	Buy	+13,737	New	+$294K	﹤0.01%	1513
2023 Q4	–	Sell	-9,687	Closed	-$201K	–	2019
2023 Q3	$201K	Sell	9,687 -116,435	-92%	-$2.49M	﹤0.01%	1698
2023 Q2	$2.76M	Buy	126,122 +97,590	+342%	+$2.15M	0.04%	467
2023 Q1	$633K	Sell	28,532 -3,869	-12%	-$85.5K	0.01%	1005
2022 Q4	$703K	Sell	32,401 -96,585	-75%	-$2.08M	0.01%	923
2022 Q3	$2.77M	Sell	128,986 -51,542	-29%	-$1.17M	0.05%	376
2022 Q2	$4.13M	Sell	180,528 -339,333	-65%	-$7.81M	0.08%	265
2022 Q1	$12.5M	Buy	+519,861	New	+$12.8M	0.21%	106

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Atria Wealth Solutions sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 16,832 shares — an estimated $371K sold.

Atria Wealth Solutions first reported a position in SPMB in Q1 2022 and held it in 11 quarters. The position peaked at $12.5M in Q1 2022. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

Atria Wealth Solutions reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 16,832 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $371K.
Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $12.5M in Q1 2022.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

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