Concord Asset Management, Llc/Va Spdr Portfolio Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Spdr Portfolio stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 130,922 shares of SPYG stock, worth $13.6 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
130,922
Previous 127,735
2.5%
Holding current value
$13.6 Million
Previous $10 Billion
24.85%
% of portfolio
1.88%
Previous 2.2%
Shares
15 transactions
Others Institutions Holding SPYG
# of Institutions
1,327Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio