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 $6.32 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

11,118

Previous 11,521 3.5%

Holding current value

$6.32 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

4,433

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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