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

Concord Wealth Partners

  • $548 Million
  • Q1 2024

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 $37,248. This represents 0.01% of its overall portfolio holdings.

Number of Shares
552
Previous 552 -0.0%
Holding current value
$37,248
Previous $32,000 9.38%
% 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
$46.29 - $50.41 $25,552 - $27,826
552 New
552 $26,000
Q2 2022

Aug 04, 2022
BUY
N/A
552 New
552 $26,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.6M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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