AWS
SPSB icon

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

Atria Wealth Solutions’s Portfolio SPSB Stock Details SPSB Fund Activity
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 0.07% 275
2022
Q1 		$1.55M Buy
+51,407
New +$1.57M 0.03% 560

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 54% in Q2 2025, selling an estimated $1.71M and leaving 48,158 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #509.

Atria Wealth Solutions first reported a position in SPSB in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.6M in Q1 2023. 561 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

  • Atria Wealth Solutions held 48,158 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.45M as of Q2 2025.
  • Atria Wealth Solutions sold 57,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $1.71M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #509 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.6M in Q1 2023.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

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