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Ssga Active Tr shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ssga Active Tr (HYBL) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ssga Active Tr

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Tr held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Tr by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $31M 1.1M 28.65
2025-06-30 $29M 1.0M 28.59
2025-03-31 $23M 805k 28.12
2024-12-31 $15M 542k 28.37

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Broadcom (AVGO)

View all positions for Concord Wealth Partners

Top funds holding Ssga Active Tr

ZEGA Investments
Concord Wealth Partners
Concord Asset Management
Raymond James Financial
UBS Group
LPL Financial
Envestnet Asset Management
Luken Investment Analytics
Advance Capital Management
Rathbones Brothers
Pallas Capital Advisors
Wells Fargo & Company
Advisor Group Holdings
Hedeker Wealth Management
Rockefeller Capital Management

View all funds holding Ssga Active Tr