Concord Wealth Partners Spdr Ser Tr Spdr Portfolio Int Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Concord Wealth Partners holds 961,933 shares of SPTI stock, worth $27.5 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares
961,933
Previous 1,141,717 15.75%
Holding current value
$27.5 Million
Previous $31.8 Million 13.63%
% of portfolio
4.59%
Previous 5.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$27.64 - $28.58 $4.97 Million - $5.14 Million
-179,784 Reduced 15.75%
961,933 $27.5 Million
Q4 2024

Jan 23, 2025
BUY
$27.8 - $29.05 $31.7 Million - $33.2 Million
1,141,717 New
1,141,717 $31.8 Million
Q4 2022

Jan 27, 2023
BUY
$27.57 - $28.82 $95,667 - $100,005
3,470 New
3,470 $97,000
Q2 2022

Aug 04, 2022
BUY
$28.62 - $30.13 $1,144 - $1,205
40 New
40 $1,000

Others Institutions Holding SPTI

# of Institutions
397
Shares Held
246M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO INT

SPTI Quotes by TradingView
  • Ticker SPTI
  • Sector ETFs
  • Industry ETFs
More about SPTI
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