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Triad Wealth Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Triad Wealth Partners’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$770 – 782
2024
Q2 		$770 Buy
+15
New +$774 ﹤0.01% 896

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Carson Wealth (CWM LLC)
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AG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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RA
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Envestnet Asset Management
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Triad Wealth Partners's SPMD Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 15 shares — an estimated $770 sold.

Triad Wealth Partners first reported a position in SPMD in Q2 2024 and held it in 1 quarter. The position peaked at $770 in Q2 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 15 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $770.
  • Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $770 in Q2 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.