Concord Wealth Partners Spdr Portfolio Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Concord Wealth Partners holds 137,515 shares of SPYG stock, worth $12.3 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
137,515
Previous 143,696 4.3%
Holding current value
$12.3 Million
Previous $11.9 Million 1.42%
% of portfolio
2.0%
Previous 2.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,215
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

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