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 Q2	$9.78M	Sell	12,909 -2,292	-15%	-$1.66M	0.58%	30
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Triad Wealth Partners's SPY Position: Q2 2026 in Review

Triad Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, selling an estimated $1.66M and leaving 12,909 shares worth $9.78M. The position accounts for 0.58% of the portfolio, ranked #30.

Triad Wealth Partners first reported a position in SPY in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.89M in Q1 2026. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Triad Wealth Partners held 12,909 shares of State Street SPDR S&P 500 ETF Trust worth $9.78M as of Q2 2026.
Triad Wealth Partners sold 2,292 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.66M.
State Street SPDR S&P 500 ETF Trust made up 0.58% of Triad Wealth Partners's portfolio in Q2 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 7 quarters since.
Triad Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $9.89M in Q1 2026.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.