Concord Wealth Partners Spdr Portfolio Short Term Corp Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

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 1,024,923 shares of SPSB stock, worth $30.9 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

1,024,923

Previous 965,630 6.14%

Holding current value

$30.9 Million

Previous $29.2 Million 6.49%

% of portfolio

4.37%

Previous 4.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$30.02 - $30.29 $1.78 Million - $1.8 Million	59,293 Added 6.14%	1,024,923 $31 Million
Q2 2025 Jul 25, 2025	BUY	$29.82 - $30.19 $413,126 - $418,252	13,854 Added 1.46%	965,630 $29.2 Million
Q1 2025 May 02, 2025	SELL	$29.82 - $30.1 $534,553 - $539,572	-17,926 Reduced 1.85%	951,776 $28.6 Million
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

618

Shares Held

211M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

Track This Portfolio

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.

Account

Concord Wealth Partners Spdr Portfolio Short Term Corp Transaction History