Spdr S&p 500 Etf shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 666.20 |
| 2025-06-30 | $1.1M | 1.8k | 617.87 |
| 2025-03-31 | $885k | 1.6k | 559.37 |
| 2024-12-31 | $927k | 1.6k | 586.00 |
| 2024-09-30 | $476k | 830 | 573.56 |
| 2024-06-30 | $713k | 1.3k | 544.06 |
| 2024-03-31 | $925k | 1.8k | 522.92 |
| 2023-12-31 | $773k | 1.6k | 475.36 |
| 2023-09-30 | $766k | 1.8k | 427.43 |
| 2023-06-30 | $770k | 1.7k | 443.15 |
| 2023-03-31 | $719k | 1.8k | 409.43 |
| 2022-12-31 | $647k | 1.7k | 382.35 |
| 2022-09-30 | $612k | 1.7k | 357.06 |
| 2022-06-30 | $620k | 1.6k | 377.13 |
| 2022-03-31 | $750k | 1.7k | 451.54 |
| 2021-12-31 | $799k | 1.7k | 474.75 |
| 2021-09-30 | $234k | 545 | 429.36 |
| 2021-06-30 | $561k | 1.3k | 427.92 |
| 2021-03-31 | $518k | 1.3k | 396.02 |
| 2020-12-31 | $355k | 949 | 374.08 |