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
Others Institutions Holding SPYG
# of Institutions
1,235Shares Held
306MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.42 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.87 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.06 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$828 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$726 Million0.05% of portfolio