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Triad Wealth Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Triad Wealth Partners’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-64
Closed -$4.25K – 786
2024
Q2 		$4.25K Buy
+64
New +$4.1K ﹤0.01% 608

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Triad Wealth Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2024, closing a stake of 64 shares — an estimated $4.25K sold.

Triad Wealth Partners first reported a position in SPTM in Q2 2024 and held it in 1 quarter. The position peaked at $4.25K in Q2 2024. 584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 64 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2024, an estimated $4.25K.
  • Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.25K in Q2 2024.
  • 584 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2024.

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