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Triad Wealth Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Triad Wealth Partners’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,235
Closed -$96.1K – 783
2024
Q2 		$96.1K Buy
+3,235
New +$95.8K 0.05% 158

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Triad Wealth Partners's SPSB Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2024, closing a stake of 3,235 shares — an estimated $96.1K sold.

Triad Wealth Partners first reported a position in SPSB in Q2 2024 and held it in 1 quarter. The position peaked at $96.1K in Q2 2024. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3,235 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2024, an estimated $96.1K.
  • Triad Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $96.1K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

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