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

Triad Wealth Partners, LLC

$322 Billion
Q1 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 24,461 shares of SPDW stock, worth $973,792. This represents 0.28% of its overall portfolio holdings.

Number of Shares

24,461

Previous 25,120 2.62%

Holding current value

$973,792

Previous $857 Million 3.88%

% of portfolio

0.28%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Account

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