Concord Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Concord Wealth Partners holds 824,404 shares of SPIB stock, worth $28 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
824,404
Previous 765,263
7.73%
Holding current value
$28 Million
Previous $25.4 Million
8.83%
% of portfolio
4.12%
Previous 4.25%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
630Shares Held
260MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$991 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$440 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$333 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$235 Million0.2% of portfolio