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Spdr Ser Tr shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Spdr Ser Tr (SPDG) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser 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 Spdr Ser Tr by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 37k 37.91
2024-06-30 $1.4M 40k 34.42
2024-03-31 $1.3M 37k 34.55

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Spdr Ser Tr

Concord Asset Management
Concord Wealth Partners
Cambridge Investment Research Advisors
Meridian Financial
Susquehanna International
Advisor Group Holdings

View all funds holding Spdr Ser Tr