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Spdr Ser Tr cmn shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $745k 24k 30.73
2024-06-30 $3.9k 128 30.85

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
New York Life Investment Management
Jpmorgan Chase & Co
Curbstone Financial Management
Keybank National Association
Facet Wealth
ValMark Advisers
State Street Corporation
Advisory Alpha
Fundamentun

View all funds holding Spdr Ser Tr cmn