Concord Wealth Partners »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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