Concord Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Concord Wealth Partners
- $710 Million
- Q3 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 876,567 shares of SPIB stock, worth $29.6 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
876,567
Previous 824,404
6.33%
Holding current value
$29.6 Million
Previous $27.7 Million
7.31%
% of portfolio
4.18%
Previous 4.12%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
634Shares Held
275MCall Options Held
35KPut Options Held
391K-
Lpl Financial LLC Fort Mill, SC46.7MShares$1.58 Billion0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.6MShares$998 Million0.17% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$438 Million5.09% of portfolio
-
Envestnet Asset Management Inc10.1MShares$340 Million0.11% of portfolio
-
American Family Investments, Inc. Madison, WI9.6MShares$324 Million51.07% of portfolio