Atria Wealth Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15M	Sell	513,226 -36,049	-7%	-$1.05M	0.34%	59
2025 Q1	$16.1M	Buy	549,275 +475,844	+648%	+$13.8M	0.19%	114
2024 Q4	$2.13M	Buy	73,431 +11,653	+19%	+$339K	0.02%	620
2024 Q3	$1.82M	Sell	61,778 -9,226	-13%	-$269K	0.02%	675
2024 Q2	$2.05M	Buy	71,004 +16,190	+30%	+$466K	0.02%	620
2024 Q1	$1.59M	Sell	54,814 -60,924	-53%	-$1.76M	0.02%	709
2023 Q4	$3.36M	Buy	115,738 +78,142	+208%	+$2.25M	0.04%	426
2023 Q3	$1.08M	Sell	37,596 -28,469	-43%	-$818K	0.02%	775
2023 Q2	$1.9M	Buy	66,065 +13,847	+27%	+$402K	0.03%	583
2023 Q1	$1.53M	Buy	52,218 +32,081	+159%	+$931K	0.02%	640
2022 Q4	$582K	Sell	20,137 -35,688	-64%	-$1.03M	0.01%	998
2022 Q3	$1.61M	Buy	55,825 +1,529	+3%	+$44.8K	0.03%	553
2022 Q2	$1.6M	Buy	54,296 +29,459	+119%	+$869K	0.03%	517
2022 Q1	$737K	Buy	+24,837	New	+$747K	0.01%	864