Spdr Series Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Spdr Series Trust
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Quarterly reported holdings in Spdr Series Trust by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $250k | 1.5k | 171.81 |
| 2024-12-31 | $4.0k | 21 | 188.95 |
| 2022-06-30 | $6.0k | 50 | 120.00 |
| 2022-03-31 | $7.0k | 50 | 140.00 |
| 2021-12-31 | $8.0k | 50 | 160.00 |
| 2021-09-30 | $9.0k | 50 | 180.00 |
| 2021-06-30 | $9.0k | 50 | 180.00 |
| 2021-03-31 | $8.0k | 50 | 160.00 |
| 2020-12-31 | $8.0k | 50 | 160.00 |