Concord Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Concord Wealth Partners holds 401 shares of SPEM stock, worth $15,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares
401
Previous 842 52.38%
Holding current value
$15,823
Previous $31,000 48.39%
% of portfolio
0.0%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$36.02 - $41.68 $15,884 - $18,380
-441 Reduced 52.38%
401 $16,000
Q2 2024

Jul 31, 2024
SELL
$35.3 - $38.79 $10,943 - $12,024
-310 Reduced 26.91%
842 $31,000
Q1 2024

Apr 30, 2024
SELL
$33.69 - $36.47 $3,301 - $3,574
-98 Reduced 7.84%
1,152 $41,000
Q4 2023

Apr 30, 2024
SELL
$32.26 - $35.46 $7,710 - $8,474
-239 Reduced 16.05%
1,250 $44,000
Q4 2023

Feb 05, 2024
SELL
$32.26 - $35.46 $7,710 - $8,474
-239 Reduced 16.05%
1,250 $44,000
Q3 2023

Apr 30, 2024
BUY
$33.36 - $36.37 $7,973 - $8,692
239 Added 19.12%
1,489 $49,000
Q3 2023

Oct 25, 2023
SELL
$33.36 - $36.37 $21,817 - $23,785
-654 Reduced 30.52%
1,489 $49,000
Q2 2023

Aug 07, 2023
SELL
$33.2 - $35.75 $8,034 - $8,651
-242 Reduced 10.15%
2,143 $73,000
Q1 2023

Apr 26, 2023
SELL
$32.49 - $36.44 $48,540 - $54,441
-1,494 Reduced 38.52%
2,385 $81,000
Q4 2022

Jan 27, 2023
SELL
$30.18 - $34.51 $83,387 - $95,351
-2,763 Reduced 41.6%
3,879 $127,000
Q3 2022

Nov 10, 2022
SELL
$31.04 - $35.55 $651 - $746
-21 Reduced 0.32%
6,642 $206,000
Q2 2022

Aug 04, 2022
SELL
$33.85 - $40.03 $28,095 - $33,224
-830 Reduced 11.08%
6,663 $232,000
Q1 2022

Apr 20, 2022
SELL
$35.69 - $43.02 $29,337 - $35,362
-822 Reduced 9.89%
7,493 $290,000
Q4 2021

Jan 21, 2022
BUY
$40.07 - $44.51 $145,854 - $162,016
3,640 Added 77.86%
8,315 $345,000
Q3 2021

Nov 09, 2021
SELL
$41.44 - $45.27 $200,652 - $219,197
-4,842 Reduced 50.88%
4,675 $199,000
Q2 2021

Jul 29, 2021
SELL
$42.87 - $46.35 $267,208 - $288,899
-6,233 Reduced 39.57%
9,517 $433,000
Q1 2021

May 13, 2021
SELL
$42.41 - $47.37 $2.42 Million - $2.7 Million
-57,025 Reduced 78.36%
15,750 $690,000
Q4 2020

Feb 16, 2021
BUY
$36.44 - $42.49 $2.65 Million - $3.09 Million
72,775 New
72,775 $3.07 Million

Others Institutions Holding SPEM

# of Institutions
810
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email