Triad Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Triad Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.8M	Buy	16,793 +3,884	+30%	+$2.95M	0.71%	24
2026 Q2	$9.8M	Sell	12,909 -2,292	-15%	-$1.66M	0.58%	30
2026 Q1	$9.9M	Buy	15,201 +2,249	+17%	+$1.53M	0.78%	30
2025 Q4	$8.83M	Buy	12,952 +912	+8%	+$616K	0.84%	31
2025 Q3	$8.02M	Buy	12,040 +11,244	+1,413%	+$7.21M	1.03%	28
2025 Q2	$492K	Buy	796 +312	+64%	+$178K	0.1%	153
2025 Q1	$270K	Buy	+484	New	+$284K	0.08%	175
2024 Q3	–	Sell	-346	Closed	-$189K	–	787
2024 Q2	$189K	Buy	+346	New	+$181K	0.1%	97

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Triad Wealth Partners's SPY Position: Q3 2026 in Review

Triad Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 30% in Q3 2026, buying an estimated $2.95M and bringing the position to 16,793 shares worth $12.8M. The position accounts for 0.71% of the portfolio, ranked #24.

Triad Wealth Partners first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Triad Wealth Partners held 16,793 shares of State Street SPDR S&P 500 ETF Trust worth $12.8M as of Q3 2026.
Triad Wealth Partners bought 3,884 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.95M.
State Street SPDR S&P 500 ETF Trust made up 0.71% of Triad Wealth Partners's portfolio in Q3 2026, its #24 holding.
Triad Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.