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Triad Wealth Partners’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Triad Wealth Partners’s Portfolio XTN Stock Details XTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32
Closed -$2.5K – 973
2024
Q2 		$2.5K Buy
+32
New +$2.51K ﹤0.01% 725

Other funds holding XTN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

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

Triad Wealth Partners sold out of State Street SPDR S&P Transportation ETF (XTN) in Q3 2024, closing a stake of 32 shares — an estimated $2.5K sold.

Triad Wealth Partners first reported a position in XTN in Q2 2024 and held it in 1 quarter. The position peaked at $2.5K in Q2 2024. 83 funds tracked by Wall St. Rank hold XTN as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR S&P Transportation ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 32 State Street SPDR S&P Transportation ETF shares in Q3 2024, an estimated $2.5K.
  • Triad Wealth Partners first reported a position in State Street SPDR S&P Transportation ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR S&P Transportation ETF position peaked at $2.5K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q3 2024.

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