Concord Wealth Partners Spdr Portfolio S&P 1500 Compos Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Concord Wealth Partners holds 552 shares of SPTM stock, worth $37,171. This represents 0.01% of its overall portfolio holdings.

Number of Shares
552
Previous 552 -0.0%
Holding current value
$37,171
Previous $39,000 5.13%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $27,462 - $30,050
552 New
552 $30,000
Q4 2022

Jan 27, 2023
BUY
$44.09 - $50.41 $24,337 - $27,826
552 New
552 $26,000
Q2 2022

Aug 04, 2022
BUY
$45.19 - $56.15 $24,944 - $30,994
552 New
552 $26,000

Others Institutions Holding SPTM

# of Institutions
686
Shares Held
89.7M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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