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 Q1	$9.89M	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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Triad Wealth Partners's SPY Position: Q1 2026 in Review

Triad Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, buying an estimated $1.53M and bringing the position to 15,201 shares worth $9.89M. The position accounts for 0.78% of the portfolio, ranked #30.

Triad Wealth Partners first reported a position in SPY in Q2 2024 and has held it in 6 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Triad Wealth Partners held 15,201 shares of State Street SPDR S&P 500 ETF Trust worth $9.89M as of Q1 2026.
Triad Wealth Partners bought 2,249 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.53M.
State Street SPDR S&P 500 ETF Trust made up 0.78% of Triad Wealth Partners's portfolio in Q1 2026, its #30 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 6 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.