Ownership history in Concord Wealth Partners · 9 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in SPDR SER TR (SPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 913,722 | +37,155 | +4.2% | 4.01% | $30.9M | $33.57 |
| 2025 Q3 | ADDED | 876,567 | +52,163 | +6.3% | 4.10% | $29.7M | $33.16 |
| 2025 Q2 | ADDED | 824,404 | +59,141 | +7.7% | 4.04% | $27.7M | $32.49 |
| 2025 Q1 | ADDED | 765,263 | +28,691 | +3.9% | 4.18% | $25.4M | $31.80 |
| 2024 Q4 | ADDED | 736,572 | +736,562 | +7365620.0% | 3.95% | $24.1M | $31.11 |
| 2023 Q3 | UNCHANGED | 10 | — | 0% | 0.00% | $329 | $28.16 |
| 2023 Q2 | UNCHANGED | 10 | — | 0% | 0.00% | $332 | $28.48 |
| 2023 Q1 | UNCHANGED | 10 | — | 0% | 0.00% | $333 | $28.55 |
| 2022 Q4 | INITIATED | 10 | — | — | 0.00% | $325 | — |
As of 2025 Q4 — sorted by position size