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

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

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 25,120 shares of SPDW stock, worth $925,923. This represents 0.31% of its overall portfolio holdings.

Number of Shares

25,120

Previous 31,433 20.08%

Holding current value

$925,923

Previous $1.18 Billion 27.38%

% of portfolio

0.31%

Previous 0.63%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,039

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

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