Concord Wealth Partners Spdr Portfolio Short Term Corp Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Concord Wealth Partners holds 969,702 shares of SPSB stock, worth $29.1 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
969,702
Previous 1,285,179 24.55%
Holding current value
$29.1 Million
Previous $38.9 Million 25.59%
% of portfolio
4.8%
Previous 6.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$29.77 - $30.19 $9.39 Million - $9.52 Million
-315,477 Reduced 24.55%
969,702 $29 Million
Q3 2024

Oct 24, 2024
BUY
$29.58 - $30.31 $1.15 Million - $1.18 Million
38,930 Added 3.12%
1,285,179 $38.9 Million
Q2 2024

Jul 31, 2024
BUY
$29.51 - $29.7 $3.3 Million - $3.33 Million
111,960 Added 9.87%
1,246,249 $37 Million
Q1 2024

Apr 30, 2024
BUY
$29.65 - $29.92 $2.93 Million - $2.95 Million
98,724 Added 9.53%
1,134,289 $33.8 Million
Q4 2023

Apr 30, 2024
SELL
$29.14 - $29.78 $2.04 Million - $2.09 Million
-70,042 Reduced 6.34%
1,035,565 $30.8 Million
Q4 2023

Feb 05, 2024
SELL
$29.14 - $29.78 $2.04 Million - $2.09 Million
-70,042 Reduced 6.34%
1,035,565 $30.8 Million
Q3 2023

Apr 30, 2024
BUY
$29.26 - $29.5 $2.05 Million - $2.07 Million
70,042 Added 6.76%
1,105,607 $32.4 Million
Q3 2023

Oct 25, 2023
BUY
$29.26 - $29.5 $3.79 Million - $3.82 Million
129,614 Added 13.28%
1,105,607 $32.4 Million
Q2 2023

Aug 07, 2023
BUY
$29.36 - $29.7 $7.52 Million - $7.61 Million
256,279 Added 35.61%
975,993 $28.7 Million
Q1 2023

Apr 26, 2023
BUY
$29.2 - $29.7 $9.18 Million - $9.34 Million
314,442 Added 77.59%
719,714 $21.3 Million
Q4 2022

Jan 27, 2023
BUY
$28.95 - $29.53 $11.7 Million - $12 Million
405,272 New
405,272 $11.9 Million

Others Institutions Holding SPSB

# of Institutions
568
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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