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SPDR Barclays Capital Inter Term shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in SPDR Barclays Capital Inter Term

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Inter Term 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 Barclays Capital Inter Term by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 1.0M 28.90
2025-06-30 $28M 960k 28.77
2025-03-31 $28M 962k 28.58
2024-12-31 $32M 1.1M 27.88
2022-12-31 $98k 3.5k 28.24
2022-06-30 $1.0k 40 25.00

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 SPDR Barclays Capital Inter Term

LPL Financial
Financial Engines Advisors L.L.C
Municipal Employees' Retirement System of Michigan
Mather Group
Richard Bernstein Advisors
Ameriprise Financial
Envestnet Asset Management
GLOBALT Investments LLC / GA
Merit Financial Group
CWM
Evermay Wealth Management
One Day In July
Advisor Group Holdings
Strategic Wealth Designers
Stephens Group Asset Management

View all funds holding SPDR Barclays Capital Inter Term