Triad Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 25,120 shares of SPDW stock, worth $910,348. This represents 0.31% of its overall portfolio holdings.

Number of Shares
25,120
Previous 31,433 20.08%
Holding current value
$910,348
Previous $1.18 Billion 27.38%
% of portfolio
0.31%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$34.13 - $37.35 $215,462 - $235,790
-6,313 Reduced 20.08%
25,120 $857 Million
Q3 2024

Oct 21, 2024
SELL
$33.74 - $37.96 $60,192 - $67,720
-1,784 Reduced 5.37%
31,433 $1.18 Billion
Q2 2024

Jul 18, 2024
SELL
$34.2 - $36.64 $73,051 - $78,263
-2,136 Reduced 6.04%
33,217 $1.17 Billion
Q1 2024

Apr 23, 2024
BUY
$32.85 - $35.9 $1.16 Million - $1.27 Million
35,353 New
35,353 $1.27 Billion

Others Institutions Holding SPDW

# of Institutions
983
Shares Held
504M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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