Concord Wealth Partners Spdr Ser Tr Spdr Portfolio Int Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

344

Shares Held

205M

Call Options Held

0

Put Options Held

800

Lpl Financial LLC Fort Mill, SC

36.8M
Shares

$1.03 Billion
0.49% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

34M
Shares

$956 Million
2.03% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$743 Million
10.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.67M
Shares

$188 Million
0.05% of portfolio
Mather Group, Llc. Chicago, IL

6M
Shares

$169 Million
2.25% of portfolio

About SPDR SER TR SPDR PORTFOLIO INT

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