Triad Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 12,040 shares of SPY stock, worth $8.01 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
12,040
Previous 796 1412.56%
Holding current value
$8.01 Million
Previous $492 Million 1530.43%
% of portfolio
1.03%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$617.65 - $666.84 $6.94 Million - $7.5 Million
11,244 Added 1412.56%
12,040 $8.02 Billion
Q2 2025

Jul 21, 2025
BUY
$496.48 - $617.85 $154,901 - $192,769
312 Added 64.46%
796 $492 Million
Q1 2025

May 14, 2025
BUY
$551.42 - $612.93 $266,887 - $296,658
484 New
484 $270 Million
Q2 2024

Jul 18, 2024
BUY
$495.16 - $548.49 $171,325 - $189,777
346 New
346 $189 Million

Others Institutions Holding SPY

# of Institutions
5,286
Shares Held
557M
Call Options Held
343M
Put Options Held
765M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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