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Spartan Wealth Advisory Services LLC’s Trade Desk TTD Stock Holding History

Spartan Wealth Advisory Services LLC’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,632
Closed -$219K – 338
2026
Q1 		$219K Buy
+9,632
New +$278K 0.02% 293

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Vanguard Portfolio Management
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's TTD Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 9,632 shares — an estimated $219K sold.

Spartan Wealth Advisory Services LLC first reported a position in TTD in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 634 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Spartan Wealth Advisory Services LLC reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Spartan Wealth Advisory Services LLC sold 9,632 Trade Desk shares in Q2 2026, an estimated $219K.
  • Spartan Wealth Advisory Services LLC first reported a position in Trade Desk in Q1 2026 and held it in 1 quarter.
  • Spartan Wealth Advisory Services LLC's Trade Desk position peaked at $219K in Q1 2026.
  • 634 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.