Concord Wealth Partners Spdr Portfolio Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Concord Wealth Partners holds 130,922 shares of SPYG stock, worth $12.9 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
130,922
Previous 138,819
5.69%
Holding current value
$12.9 Million
Previous $11.2 Million
11.86%
% of portfolio
1.86%
Previous 1.86%
Shares
17 transactions
Others Institutions Holding SPYG
# of Institutions
1,261Shares Held
308MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.56 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.94 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.11 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$861 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$755 Million0.05% of portfolio