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Spdr Series Trust cmn shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Spdr Series Trust cmn (HYMB) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $178k 7.1k 24.94
2025-09-30 $175k 7.0k 24.93
2021-12-31 $1.0k 10 100.00

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr State Street Bla (HYBL)
Ishares Tr Trust Ishare 0-1 (SHV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Concord Wealth Partners

Top funds holding Spdr Series Trust cmn

Sei Investments
Raymond James Financial
Wells Fargo & Company
Goldman Sachs Group
FMR
LPL Financial
CliftonLarsonAllen Wealth Advisors
Grimes & Company
Ameriprise Financial
Honkamp Krueger Financial Services
Mercer Global Advisors
WCG Wealth Advisors
Cercano Management
UBS Group
Bank of New York Mellon

View all funds holding Spdr Series Trust cmn