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

Concord Wealth Partners

  • $710 Million
  • Q3 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 $45,330. This represents 0.01% of its overall portfolio holdings.

Number of Shares
552
Previous 552 -0.0%
Holding current value
$45,330
Previous $41,000 7.32%
% 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
746
Shares Held
94.8M
Call Options Held
24.2K
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
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