Concord Wealth Partners Spdr Portfolio Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Concord Wealth Partners holds 138,819 shares of SPYG stock, worth $13.2 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
138,819
Previous 137,515 0.95%
Holding current value
$13.2 Million
Previous $12.1 Million 7.7%
% of portfolio
1.86%
Previous 2.0%

Shares

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

May 02, 2025
BUY
$80.05 - $92.39 $104,385 - $120,476
1,304 Added 0.95%
138,819 $11.2 Million
Q4 2024

Jan 23, 2025
SELL
$81.74 - $91.38 $505,234 - $564,819
-6,181 Reduced 4.3%
137,515 $12.1 Million
Q3 2024

Oct 24, 2024
SELL
$73.38 - $84.1 $555,633 - $636,805
-7,572 Reduced 5.01%
143,696 $11.9 Million
Q2 2024

Jul 31, 2024
SELL
$68.71 - $80.95 $528,242 - $622,343
-7,688 Reduced 4.84%
151,268 $12.1 Million
Q1 2024

Apr 30, 2024
SELL
$63.12 - $73.73 $1.24 Million - $1.44 Million
-19,580 Reduced 10.97%
158,956 $11.6 Million
Q4 2023

Apr 30, 2024
SELL
$57.02 - $65.3 $3.3 Million - $3.77 Million
-57,795 Reduced 24.46%
178,536 $11.6 Million
Q4 2023

Feb 05, 2024
SELL
$57.02 - $65.3 $3.3 Million - $3.77 Million
-57,795 Reduced 24.46%
178,536 $11.6 Million
Q3 2023

Apr 30, 2024
BUY
$58.97 - $62.89 $3.41 Million - $3.63 Million
57,795 Added 32.37%
236,331 $14 Million
Q3 2023

Oct 25, 2023
SELL
$58.97 - $62.89 $1.8 Million - $1.92 Million
-30,472 Reduced 11.42%
236,331 $14 Million
Q2 2023

Aug 07, 2023
SELL
$54.76 - $61.01 $1.42 Million - $1.58 Million
-25,922 Reduced 8.86%
266,803 $16.3 Million
Q1 2023

Apr 26, 2023
SELL
$49.61 - $55.36 $23,763 - $26,517
-479 Reduced 0.16%
292,725 $16.2 Million
Q4 2022

Jan 27, 2023
BUY
$49.14 - $55.07 $2.85 Million - $3.19 Million
57,968 Added 24.64%
293,204 $14.9 Million
Q3 2022

Nov 10, 2022
BUY
$50.1 - $61.86 $4.84 Million - $5.97 Million
96,581 Added 69.66%
235,236 $11.8 Million
Q2 2022

Aug 04, 2022
BUY
$50.47 - $67.39 $1.46 Million - $1.95 Million
28,906 Added 26.34%
138,655 $7.25 Million
Q1 2022

Apr 20, 2022
BUY
$59.17 - $73.03 $3.45 Million - $4.26 Million
58,384 Added 113.66%
109,749 $7.27 Million
Q4 2021

Jan 21, 2022
BUY
$63.39 - $73.48 $3.26 Million - $3.77 Million
51,365 New
51,365 $3.72 Million

Others Institutions Holding SPYG

# of Institutions
1,235
Shares Held
306M
Call Options Held
665K
Put Options Held
128K
View Full List

About SPDR PORTFOLIO

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