Concord Wealth Partners Spdr Portfolio Aggregate Bond Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Concord Wealth Partners holds 9,972 shares of SPAB stock, worth $252,191. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,972

Previous 9,985 0.13%

Holding current value

$252,191

Previous $249,000 2.01%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$24.73 - $25.62 $321 - $333	-13 Reduced 0.13%	9,972 $254,000
Q4 2024 Jan 23, 2025	BUY	$24.94 - $26.14 $90,956 - $95,332	3,647 Added 57.54%	9,985 $249,000
Q3 2024 Oct 24, 2024	BUY	$24.86 - $26.33 $1,367 - $1,448	55 Added 0.88%	6,338 $165,000
Q2 2024 Jul 31, 2024	BUY	$24.54 - $25.28 $5,889 - $6,067	240 Added 3.97%	6,283 $157,000
Q1 2024 Apr 30, 2024	SELL	$24.99 - $25.67 $3,173 - $3,260	-127 Reduced 2.06%	6,043 $152,000
Q4 2023 Apr 30, 2024	BUY	$23.71 - $25.74 $1,351 - $1,467	57 Added 0.93%	6,170 $158,000
Q4 2023 Feb 05, 2024	BUY	$23.71 - $25.74 $1,351 - $1,467	57 Added 0.93%	6,170 $158,000
Q3 2023 Apr 30, 2024	SELL	$24.28 - $25.47 $1,383 - $1,451	-57 Reduced 0.92%	6,113 $148,000
Q3 2023 Oct 25, 2023	BUY	$24.28 - $25.47 $20,298 - $21,292	836 Added 15.84%	6,113 $148,000
Q2 2023 Aug 07, 2023	SELL	$25.22 - $26.01 $9,280 - $9,571	-368 Reduced 6.52%	5,277 $133,000
Q1 2023 Apr 26, 2023	SELL	$24.92 - $26.08 $13,506 - $14,135	-542 Reduced 8.76%	5,645 $145,000
Q4 2022 Jan 27, 2023	BUY	$24.25 - $25.85 $150,034 - $159,933	6,187 New	6,187 $155,000
Q2 2022 Aug 04, 2022	BUY	$25.67 - $27.71 $49,953 - $53,923	1,946 Added 3892.0%	1,996 $53,000
Q1 2022 Apr 20, 2022	BUY	$27.54 - $29.46 $1,377 - $1,473	50 New	50 $1,000

Others Institutions Holding SPAB

# of Institutions

562

Shares Held

269M

Call Options Held

Put Options Held

300

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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Concord Wealth Partners Spdr Portfolio Aggregate Bond Transaction History