Spdr Ser Tr shrt trsry etf shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Spdr Ser Tr shrt trsry etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr shrt trsry etf held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr Ser Tr shrt trsry etf by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $647 | 22 | 29.41 |
| 2024-06-30 | $634 | 22 | 28.86 |
| 2024-03-31 | $636 | 22 | 28.91 |
| 2023-12-31 | $32k | 1.1k | 29.05 |
| 2023-09-30 | $46k | 1.6k | 28.72 |
| 2023-06-30 | $1.7M | 58k | 28.79 |
| 2023-03-31 | $172k | 5.9k | 29.23 |
| 2022-12-31 | $2.7M | 94k | 28.89 |