Concord Wealth Partners Spdr Ser Tr Spdr Portfolio Mor Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Concord Wealth Partners holds 22,332 shares of SPMB stock, worth $486,837. This represents 0.09% of its overall portfolio holdings.

Number of Shares
22,332
Previous 35,539 37.16%
Holding current value
$486,837
Previous $766,000 34.33%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Oct 24, 2024
SELL
$21.35 - $22.73 $281,969 - $300,195
-13,207 Reduced 37.16%
22,332 $503,000
Q2 2024

Jul 31, 2024
SELL
$20.97 - $21.76 $367,499 - $381,344
-17,525 Reduced 33.03%
35,539 $766,000
Q1 2024

Apr 30, 2024
SELL
$21.41 - $22.04 $410,665 - $422,749
-19,181 Reduced 26.55%
53,064 $1.15 Million
Q4 2023

Apr 30, 2024
SELL
$20.11 - $22.18 $488,652 - $538,951
-24,299 Reduced 25.17%
72,245 $1.59 Million
Q4 2023

Feb 05, 2024
SELL
$20.11 - $22.18 $488,652 - $538,951
-24,299 Reduced 25.17%
72,245 $1.59 Million
Q3 2023

Apr 30, 2024
BUY
$20.73 - $21.96 $503,718 - $533,606
24,299 Added 33.63%
96,544 $2.01 Million
Q3 2023

Oct 25, 2023
SELL
$20.73 - $21.96 $1.06 Million - $1.13 Million
-51,283 Reduced 34.69%
96,544 $2.01 Million
Q2 2023

Aug 07, 2023
BUY
$21.68 - $22.43 $5,745 - $5,943
265 Added 0.18%
147,827 $3.24 Million
Q1 2023

Apr 26, 2023
SELL
$21.47 - $22.62 $2.02 Million - $2.12 Million
-93,918 Reduced 38.89%
147,562 $3.27 Million
Q4 2022

Jan 27, 2023
SELL
$20.76 - $22.35 $6.93 Million - $7.46 Million
-333,795 Reduced 58.02%
241,480 $5.24 Million
Q3 2022

Nov 10, 2022
SELL
$21.2 - $23.55 $550,754 - $611,805
-25,979 Reduced 4.32%
575,275 $12.3 Million
Q2 2022

Aug 04, 2022
BUY
$22.01 - $23.84 $232,051 - $251,345
10,543 Added 1.78%
601,254 $13.7 Million
Q1 2022

Apr 20, 2022
SELL
$23.73 - $25.3 $2 Million - $2.13 Million
-84,322 Reduced 12.49%
590,711 $14.2 Million
Q4 2021

Jan 21, 2022
BUY
$25.33 - $25.72 $1.84 Million - $1.87 Million
72,588 Added 12.05%
675,033 $17.1 Million
Q3 2021

Nov 09, 2021
SELL
$25.67 - $25.95 $4.29 Million - $4.33 Million
-166,986 Reduced 21.7%
602,445 $15.5 Million
Q2 2021

Jul 29, 2021
BUY
$25.73 - $26.03 $5.05 Million - $5.11 Million
196,140 Added 34.21%
769,431 $19.9 Million
Q1 2021

May 13, 2021
BUY
$25.91 - $26.47 $14.8 Million - $15.1 Million
570,731 Added 22294.18%
573,291 $14.9 Million
Q4 2020

Feb 16, 2021
BUY
$26.39 - $26.62 $67,558 - $68,147
2,560 New
2,560 $68,000

Others Institutions Holding SPMB

# of Institutions
219
Shares Held
243M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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