Triad Wealth Partners, LLC Spdr Portfolio Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 6,274 shares of SPYG stock, worth $657,577. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,274
Previous 5,140
22.06%
Holding current value
$657,577
Previous $490 Million
33.84%
% of portfolio
0.08%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio