Concord Wealth Partners Spdr Index Shs Fds S&P Intl Di Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Concord Wealth Partners holds 173,272 shares of DWX stock, worth $7.1 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

173,272

Previous 92,413 87.5%

Holding current value

$7.1 Million

Previous $3.23 Million 105.76%

% of portfolio

1.11%

Previous 0.54%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$34.34 - $38.51 $2.78 Million - $3.11 Million	80,859 Added 87.5%	173,272 $6.65 Million
Q4 2024 Jan 23, 2025	SELL	$34.74 - $38.36 $25,603 - $28,271	-737 Reduced 0.79%	92,413 $3.23 Million
Q3 2024 Oct 24, 2024	SELL	$34.35 - $39.16 $8,072 - $9,202	-235 Reduced 0.25%	93,150 $3.58 Million
Q2 2024 Jul 31, 2024	SELL	$33.49 - $35.87 $242,065 - $259,268	-7,228 Reduced 7.18%	93,385 $3.22 Million
Q1 2024 Apr 30, 2024	SELL	$33.95 - $35.74 $143,914 - $151,501	-4,239 Reduced 4.04%	100,613 $3.54 Million
Q4 2023 Apr 30, 2024	SELL	$31.99 - $35.64 $766,800 - $854,290	-23,970 Reduced 18.61%	104,852 $3.73 Million
Q4 2023 Feb 05, 2024	SELL	$31.99 - $35.64 $766,800 - $854,290	-23,970 Reduced 18.61%	104,852 $3.73 Million
Q3 2023 Apr 30, 2024	BUY	$32.87 - $35.85 $787,893 - $859,324	23,970 Added 22.86%	128,822 $4.24 Million
Q3 2023 Oct 25, 2023	SELL	$32.87 - $35.85 $1.17 Million - $1.27 Million	-35,535 Reduced 21.62%	128,822 $4.24 Million
Q2 2023 Aug 07, 2023	BUY	$33.81 - $35.83 $1.88 Million - $2 Million	55,721 Added 51.29%	164,357 $5.65 Million
Q1 2023 Apr 26, 2023	SELL	$32.57 - $35.0 $922,610 - $991,445	-28,327 Reduced 20.68%	108,636 $3.72 Million
Q4 2022 Jan 27, 2023	BUY	$28.02 - $33.16 $556,533 - $658,623	19,862 Added 16.96%	136,963 $4.43 Million
Q3 2022 Nov 10, 2022	BUY	$28.8 - $35.16 $510,451 - $623,175	17,724 Added 17.84%	117,101 $3.37 Million
Q2 2022 Aug 04, 2022	BUY	$33.7 - $39.38 $1.99 Million - $2.32 Million	59,012 Added 146.2%	99,377 $3.41 Million
Q1 2022 Apr 20, 2022	BUY	$36.57 - $39.7 $331,616 - $359,999	9,068 Added 28.97%	40,365 $1.57 Million
Q4 2021 Jan 21, 2022	BUY	$37.48 - $39.36 $743,003 - $780,272	19,824 Added 172.79%	31,297 $1.22 Million
Q3 2021 Nov 09, 2021	SELL	$37.97 - $40.74 $603,874 - $647,928	-15,904 Reduced 58.09%	11,473 $436,000
Q2 2021 Jul 29, 2021	BUY	$38.39 - $41.14 $166,343 - $178,259	4,333 Added 18.8%	27,377 $1.08 Million
Q1 2021 May 13, 2021	BUY	$36.33 - $38.6 $834,282 - $886,410	22,964 Added 28705.0%	23,044 $879,000
Q4 2020 Feb 16, 2021	BUY	$32.49 - $37.03 $2,599 - $2,962	80 New	80 $3,000

Others Institutions Holding DWX

# of Institutions

142

Shares Held

6.11M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
Sector ETFs
Industry ETFs

More about DWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Spdr Index Shs Fds S&P Intl Di Transaction History