Ownership history in Triangle Securities Wealth Management · 28 quarters on record
This page tracks every 13F SEC filing in which Triangle Securities Wealth Management reported a position in SPDR SERIES TRUST (SLYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 124,815 | +1,431 | +1.2% | 2.39% | $11.4M | $90.97 |
| 2025 Q3 | ADDED | 123,384 | +529 | +0.4% | 2.48% | $10.9M | $88.09 |
| 2025 Q2 | REDUCED | 122,855 | -2,282 | -1.8% | 2.41% | $9.8M | $78.85 |
| 2025 Q1 | ADDED | 125,137 | +823 | +0.7% | 2.52% | $9.8M | $77.07 |
| 2024 Q4 | REDUCED | 124,314 | -598 | -0.5% | 2.78% | $10.8M | $85.39 |
| 2024 Q3 | REDUCED | 124,912 | -382 | -0.3% | 2.80% | $10.8M | $84.31 |
| 2024 Q2 | ADDED | 125,294 | +1,352 | +1.1% | 2.77% | $9.8M | $75.65 |
| 2024 Q1 | ADDED | 123,942 | +726 | +0.6% | 2.93% | $10.3M | $79.62 |
| 2023 Q4 | ADDED | 123,216 | +14,917 | +13.8% | 3.19% | $10.3M | $79.59 |
| 2023 Q3 | ADDED | 108,299 | +945 | +0.9% | 2.79% | $7.8M | $68.62 |
As of 2025 Q4 — sorted by position size