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 $27.6 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
824,404
Previous 765,263
7.73%
Holding current value
$27.6 Million
Previous $25.4 Million
8.83%
% of portfolio
4.12%
Previous 4.25%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio