Triad Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 11,118 shares of SPY stock, worth $6.62 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

11,118

Previous 11,521 3.5%

Holding current value

$6.62 Million

Previous $5.11 Million 6.95%

% of portfolio

1.78%

Previous 2.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$425.88 - $457.79 $171,629 - $184,489	-403 Reduced 3.5%	11,118 $4.75 Million
Q2 2023 Jul 31, 2023	BUY	$404.36 - $443.28 $3,639 - $3,989	9 Added 0.08%	11,521 $5.11 Million
Q1 2023 May 05, 2023	SELL	$379.5 - $416.78 $167,739 - $184,216	-442 Reduced 3.7%	11,512 $4.71 Million
Q4 2022 Feb 14, 2023	SELL	$357.63 - $407.42 $115,872 - $132,004	-324 Reduced 2.64%	11,954 $4.57 Million
Q3 2022 Nov 04, 2022	SELL	$357.18 - $429.7 $80,365 - $96,682	-225 Reduced 1.8%	12,278 $4.39 Million
Q2 2022 Aug 11, 2022	SELL	$365.86 - $456.8 $59,635 - $74,458	-163 Reduced 1.29%	12,503 $4.72 Million
Q1 2022 May 09, 2022	BUY	$416.25 - $477.71 $3,330 - $3,821	8 Added 0.06%	12,666 $5.72 Million
Q4 2021 May 09, 2022	BUY	$428.64 - $477.48 $5.43 Million - $6.04 Million	12,658 New	12,658 $6.01 Million

Others Institutions Holding SPY

# of Institutions

4,553

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Account

Triad Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History