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

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

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 34,301 shares of SPDW stock, worth $1.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

34,301

Previous 26,148 31.18%

Holding current value

$1.5 Million

Previous $1.06 Billion 38.63%

% of portfolio

0.19%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$39.8 - $42.86 $324,489 - $349,437	8,153 Added 31.18%	34,301 $1.47 Billion
Q2 2025 Jul 21, 2025	BUY	$32.66 - $40.75 $55,097 - $68,745	1,687 Added 6.9%	26,148 $1.06 Billion
Q1 2025 May 14, 2025	SELL	$33.84 - $37.77 $22,300 - $24,890	-659 Reduced 2.62%	24,461 $891 Million
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

1,193

Shares Held

609M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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