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Spdr S&p 500 Etf shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf 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 S&p 500 Etf by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.8M 13k 681.93
2025-09-30 $8.0M 12k 666.16
2025-06-30 $492k 796 618.00
2025-03-31 $271k 484 558.83
2024-06-30 $189k 346 544.88

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 S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Jpmorgan Chase & Co
Belvedere Trading
Goldman Sachs Group
Old Mission Capital
BlackRock
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Wolverine Trading
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf