Triad Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	N/A	-8,142 Closed	0 $0
Q4 2021 May 09, 2022	BUY	N/A	8,142 New	8,142 $297,000

Others Institutions Holding SPDW

# of Institutions

898

Shares Held

469M

Call Options Held

4.1K

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

59.5M
Shares

$2.14 Billion
4.82% of portfolio
Creative Planning Overland Park, KS

53.1M
Shares

$1.9 Billion
2.11% of portfolio
Allworth Financial LP

28.3M
Shares

$1.02 Billion
7.25% of portfolio
Lpl Financial LLC Fort Mill, SC

25.6M
Shares

$918 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$630 Million
16.73% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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