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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Sell	48,158 -57,000	-54%	-$1.71M	0.03%	509
2025 Q1	$3.17M	Sell	105,158 -17,213	-14%	-$516K	0.04%	475
2024 Q4	$3.65M	Sell	122,371 -9,762	-7%	-$293K	0.04%	441
2024 Q3	$4M	Buy	132,133 +20,154	+18%	+$605K	0.04%	404
2024 Q2	$3.33M	Buy	111,979 +9,566	+9%	+$283K	0.04%	451
2024 Q1	$3.05M	Buy	102,413 +7,215	+8%	+$215K	0.03%	490
2023 Q4	$2.84M	Sell	95,198 -5,787	-6%	-$170K	0.04%	487
2023 Q3	$2.96M	Sell	100,985 -16,551	-14%	-$486K	0.04%	438
2023 Q2	$3.46M	Sell	117,536 -37,581	-24%	-$1.11M	0.05%	386
2023 Q1	$4.6M	Buy	155,117 +80,641	+108%	+$2.38M	0.07%	285
2022 Q4	$2.19M	Buy	74,476 +14,530	+24%	+$425K	0.04%	481
2022 Q3	$1.75M	Sell	59,946 -71,035	-54%	-$2.11M	0.03%	532
2022 Q2	$3.89M	Buy	130,981 +79,574	+155%	+$2.38M	0.08%	275
2022 Q1	$1.55M	Buy	+51,407	New	+$1.57M	0.03%	560